Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 81 |
| 1 month | -0.004 | 0 | 90 |
| 3 months | -0.049 | 0 | 69 |
| 1 year | 0.103 | 0 | 38 |
| 3 years | 0.080 | 0 | 54 |
| 5 years | 0.112 | 0 | 47 |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.214 | — |
| 2022 | -0.167 | — |
| 2021 | 0.250 | — |
| 2020 | 0.046 | — |
| 2019 | 0.248 | — |
| 2018 | -0.082 | — |
| 2017 | 0.184 | — |
| 2016 | 0.087 | — |
| 2015 | -0.023 | — |
| 2014 | 0.073 | — |
| 2013 | 0.221 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.056 | 0.007 | 0.073 | 0.003 |
| 2023 | 0.060 | 0.070 | -0.034 | 0.107 |
| 2022 | -0.053 | -0.161 | -0.059 | 0.115 |
| 2021 | 0.078 | 0.053 | 0.007 | 0.094 |
| 2020 | -0.205 | 0.127 | 0.065 | 0.096 |
| 2019 | 0.113 | 0.040 | 0.017 | 0.060 |
| 2018 | -0.029 | -0.002 | 0.058 | -0.104 |
| 2017 | 0.061 | 0.030 | 0.030 | 0.052 |
| 2016 | 0.030 | 0.021 | 0.025 | 0.008 |
| 2015 | 0.001 | -0.012 | -0.053 | 0.044 |
| 2014 | 0.015 | 0.055 | -0.034 | 0.037 |
| 2013 | 0.097 | 0.001 | 0.051 | 0.057 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.065 |
| 5 years | 0.104 |
| 10 years | 0.072 |