Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 27 |
| 1 month | -0.001 | 0 | 85 |
| 3 months | 0.031 | 0 | 29 |
| 1 year | 0.102 | 0 | 28 |
| 3 years | 0.103 | 0 | 12 |
| 5 years | 0.102 | 0 | 10 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.092 | — |
| 2022 | 0.083 | — |
| 2021 | 0.180 | — |
| 2020 | -0.025 | — |
| 2019 | -0.122 | — |
| 2018 | -0.018 | — |
| 2017 | 0.073 | — |
| 2016 | 0.023 | — |
| 2015 | 0.037 | — |
| 2014 | 0.085 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | — | — | — |
| 2024 | 0.032 | 0.022 | 0.006 | 0.040 |
| 2023 | 0.015 | 0.029 | 0.024 | 0.021 |
| 2022 | 0.011 | 0.013 | 0.033 | 0.024 |
| 2021 | 0.098 | 0.042 | 0.000 | 0.031 |
| 2020 | -0.027 | -0.012 | 0.018 | -0.004 |
| 2019 | -0.028 | -0.020 | -0.043 | -0.036 |
| 2018 | 0.033 | -0.025 | -0.009 | -0.017 |
| 2017 | 0.009 | -0.001 | 0.056 | 0.008 |
| 2016 | -0.006 | -0.014 | 0.003 | 0.040 |
| 2015 | -0.014 | 0.004 | 0.031 | 0.016 |
| 2014 | 0.033 | -0.008 | 0.020 | 0.037 |
| 2013 | -0.015 | 0.031 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.084 |
| 5 years | 0.091 |
| 10 years | 0.042 |