Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.089 | 0 | 27 |
| 1 month | 0.003 | 0 | 25 |
| 3 months | 0.032 | 0 | 27 |
| 1 year | 0.123 | 0 | 29 |
| 3 years | 0.069 | 0 | 65 |
| 5 years | 0.094 | 0 | 79 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.114 | — |
| 2022 | -0.018 | — |
| 2021 | 0.177 | — |
| 2020 | -0.118 | — |
| 2019 | 0.196 | — |
| 2018 | -0.098 | — |
| 2017 | 0.047 | — |
| 2016 | -0.047 | — |
| 2015 | 0.131 | — |
| 2014 | 0.099 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.085 | — | — | — |
| 2024 | -0.014 | 0.022 | 0.075 | -0.048 |
| 2023 | 0.080 | 0.008 | 0.007 | 0.016 |
| 2022 | -0.005 | -0.058 | -0.058 | 0.112 |
| 2021 | 0.086 | 0.028 | 0.004 | 0.050 |
| 2020 | -0.231 | 0.095 | -0.046 | 0.100 |
| 2019 | 0.107 | 0.007 | 0.021 | 0.051 |
| 2018 | -0.048 | 0.022 | 0.008 | -0.081 |
| 2017 | 0.043 | 0.001 | 0.006 | -0.003 |
| 2016 | -0.060 | -0.028 | 0.017 | 0.025 |
| 2015 | 0.160 | -0.022 | -0.051 | 0.051 |
| 2014 | 0.023 | 0.037 | 0.006 | 0.030 |
| 2013 | 0.063 | 0.043 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.064 |
| 5 years | 0.091 |
| 10 years | 0.029 |