Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | 25 |
| 1 month | 0.009 | 0 | 20 |
| 3 months | 0.088 | 0 | 15 |
| 1 year | 0.146 | 0 | 9 |
| 3 years | 0.122 | 0 | 23 |
| 5 years | 0.121 | 0 | 21 |
| 10 years | 0.128 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.155 | — |
| 2022 | -0.077 | — |
| 2021 | 0.202 | — |
| 2020 | 0.128 | — |
| 2019 | 0.229 | — |
| 2018 | -0.047 | — |
| 2017 | 0.132 | — |
| 2016 | 0.293 | — |
| 2015 | 0.032 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | 0.055 | — | — |
| 2024 | 0.088 | 0.030 | 0.005 | 0.061 |
| 2023 | 0.032 | 0.038 | 0.011 | 0.067 |
| 2022 | -0.017 | -0.096 | 0.032 | 0.007 |
| 2021 | 0.038 | 0.067 | 0.027 | 0.057 |
| 2020 | -0.153 | 0.184 | 0.038 | 0.083 |
| 2019 | 0.092 | 0.071 | 0.031 | 0.020 |
| 2018 | -0.058 | 0.083 | 0.053 | -0.112 |
| 2017 | 0.055 | 0.002 | 0.016 | 0.054 |
| 2016 | 0.026 | 0.068 | 0.095 | 0.077 |
| 2015 | 0.077 | -0.057 | -0.073 | 0.096 |
| 2014 | 0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.146 |
| 3 years | 0.122 |
| 5 years | 0.121 |
| 10 years | 0.128 |