Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.292 | 0 | 1 |
| 1 month | 0.003 | 0 | 10 |
| 3 months | 0.139 | 0 | 3 |
| 1 year | 0.387 | 0 | 1 |
| 3 years | 0.306 | 0 | 1 |
| 5 years | 0.252 | 0 | 1 |
| 10 years | 0.114 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.275 | — |
| 2023 | 0.270 | — |
| 2022 | -0.061 | — |
| 2021 | 0.315 | — |
| 2020 | -0.021 | — |
| 2019 | 0.281 | — |
| 2018 | -0.160 | — |
| 2017 | 0.215 | — |
| 2016 | -0.087 | — |
| 2015 | 0.195 | — |
| 2014 | 0.075 | — |
| 2013 | 0.466 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.134 | 0.139 | — | — |
| 2024 | 0.160 | 0.024 | 0.028 | 0.044 |
| 2023 | 0.127 | -0.009 | 0.050 | 0.083 |
| 2022 | -0.036 | -0.085 | -0.053 | 0.125 |
| 2021 | 0.121 | 0.074 | 0.044 | 0.045 |
| 2020 | -0.281 | 0.140 | 0.042 | 0.145 |
| 2019 | 0.170 | 0.020 | 0.021 | 0.052 |
| 2018 | 0.024 | -0.021 | -0.028 | -0.138 |
| 2017 | 0.095 | 0.019 | 0.116 | -0.024 |
| 2016 | -0.133 | -0.089 | 0.033 | 0.118 |
| 2015 | 0.252 | -0.018 | -0.060 | 0.034 |
| 2014 | 0.173 | -0.042 | -0.011 | -0.032 |
| 2013 | 0.012 | 0.090 | 0.154 | 0.152 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.345 |
| 3 years | 0.293 |
| 5 years | 0.245 |
| 10 years | 0.110 |