Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | — |
| 1 month | -0.048 | 0 | — |
| 3 months | -0.124 | 0 | — |
| 1 year | 0.124 | 0 | — |
| 3 years | 0.148 | 0 | — |
| 5 years | 0.149 | 0 | — |
| 10 years | 0.135 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.359 | — |
| 2023 | 0.243 | — |
| 2022 | -0.142 | — |
| 2021 | 0.255 | — |
| 2020 | 0.185 | — |
| 2019 | 0.248 | — |
| 2018 | 0.035 | — |
| 2017 | 0.136 | — |
| 2016 | 0.079 | — |
| 2015 | 0.212 | — |
| 2014 | 0.214 | — |
| 2013 | 0.383 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.130 | 0.053 | 0.046 | 0.092 |
| 2023 | 0.074 | 0.067 | -0.006 | 0.091 |
| 2022 | -0.065 | -0.145 | 0.024 | 0.048 |
| 2021 | 0.041 | 0.075 | 0.026 | 0.093 |
| 2020 | -0.124 | 0.170 | 0.074 | 0.076 |
| 2019 | 0.111 | 0.021 | 0.028 | 0.069 |
| 2018 | 0.017 | 0.054 | 0.057 | -0.087 |
| 2017 | 0.049 | 0.005 | 0.004 | 0.073 |
| 2016 | -0.053 | 0.018 | 0.053 | 0.062 |
| 2015 | 0.103 | -0.012 | -0.001 | 0.113 |
| 2014 | 0.059 | 0.015 | 0.061 | 0.066 |
| 2013 | 0.128 | 0.065 | 0.030 | 0.118 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.148 |
| 5 years | 0.149 |
| 10 years | 0.135 |