Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | — |
| 1 month | 0.037 | 0 | — |
| 3 months | 0.036 | 0 | — |
| 1 year | 0.088 | 0 | — |
| 3 years | 0.132 | 0 | — |
| 5 years | 0.200 | 0 | — |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.200 | — |
| 2022 | 0.055 | — |
| 2021 | 0.229 | — |
| 2020 | 0.165 | — |
| 2019 | 0.154 | — |
| 2018 | 0.068 | — |
| 2017 | 0.291 | — |
| 2016 | 0.035 | — |
| 2015 | -0.038 | — |
| 2014 | 0.309 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.020 | 0.079 | 0.069 | -0.072 |
| 2023 | -0.029 | 0.103 | 0.020 | 0.099 |
| 2022 | 0.006 | -0.089 | 0.086 | 0.061 |
| 2021 | 0.038 | 0.064 | 0.128 | -0.014 |
| 2020 | -0.286 | 0.185 | 0.095 | 0.256 |
| 2019 | 0.074 | 0.022 | -0.015 | 0.067 |
| 2018 | -0.031 | 0.078 | 0.026 | -0.003 |
| 2017 | 0.113 | 0.048 | 0.015 | 0.089 |
| 2016 | -0.026 | 0.072 | 0.036 | -0.043 |
| 2015 | 0.017 | 0.000 | -0.054 | 0.001 |
| 2014 | 0.057 | 0.139 | 0.053 | 0.033 |
| 2013 | 0.037 | 0.006 | 0.092 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.088 |
| 3 years | 0.132 |
| 5 years | 0.200 |
| 10 years | 0.126 |