Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 57 |
| 1 month | -0.058 | 0 | 69 |
| 3 months | -0.035 | 0 | 57 |
| 1 year | 0.048 | 0 | 21 |
| 3 years | 0.058 | 0 | 9 |
| 5 years | 0.114 | 0 | 9 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.134 | — |
| 2022 | -0.111 | — |
| 2021 | 0.177 | — |
| 2020 | 0.045 | — |
| 2019 | 0.233 | — |
| 2018 | -0.088 | — |
| 2017 | 0.118 | — |
| 2016 | 0.073 | — |
| 2015 | 0.004 | — |
| 2014 | 0.091 | — |
| 2013 | 0.116 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.084 | 0.014 | 0.026 | 0.044 |
| 2023 | 0.036 | 0.036 | -0.002 | 0.059 |
| 2022 | -0.033 | -0.091 | -0.010 | 0.021 |
| 2021 | 0.082 | 0.037 | -0.006 | 0.055 |
| 2020 | -0.179 | 0.134 | 0.024 | 0.096 |
| 2019 | 0.120 | 0.026 | 0.027 | 0.045 |
| 2018 | -0.030 | 0.022 | 0.028 | -0.105 |
| 2017 | 0.043 | 0.007 | 0.022 | 0.043 |
| 2016 | -0.003 | 0.009 | 0.036 | 0.029 |
| 2015 | 0.054 | -0.030 | -0.073 | 0.060 |
| 2014 | 0.009 | 0.050 | 0.003 | 0.027 |
| 2013 | 0.060 | -0.013 | 0.032 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.058 |
| 5 years | 0.114 |
| 10 years | 0.061 |