Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.130 | 0 | — |
| 3 years | 0.129 | 0 | — |
| 5 years | 0.112 | 0 | — |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.147 | — |
| 2022 | -0.081 | — |
| 2021 | 0.103 | — |
| 2020 | 0.060 | — |
| 2019 | 0.158 | — |
| 2018 | -0.061 | — |
| 2017 | 0.172 | — |
| 2016 | -0.026 | — |
| 2015 | 0.190 | — |
| 2014 | -0.005 | — |
| 2013 | 0.263 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.067 | — | — | — |
| 2024 | 0.085 | 0.008 | 0.059 | -0.020 |
| 2023 | 0.079 | 0.008 | -0.020 | 0.076 |
| 2022 | -0.069 | -0.116 | -0.033 | 0.155 |
| 2021 | 0.024 | 0.036 | 0.019 | 0.020 |
| 2020 | -0.166 | 0.117 | 0.028 | 0.107 |
| 2019 | 0.075 | 0.017 | 0.002 | 0.058 |
| 2018 | 0.014 | 0.002 | -0.003 | -0.074 |
| 2017 | 0.064 | 0.036 | 0.013 | 0.049 |
| 2016 | -0.096 | -0.012 | 0.078 | 0.012 |
| 2015 | 0.150 | -0.007 | -0.037 | 0.082 |
| 2014 | 0.042 | -0.007 | -0.019 | -0.020 |
| 2013 | 0.058 | 0.015 | 0.083 | 0.086 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.129 |
| 5 years | 0.112 |
| 10 years | 0.068 |