Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.104 | 0 | 71 |
| 1 month | 0.015 | 0 | 65 |
| 3 months | -0.135 | 0 | 71 |
| 1 year | 0.050 | 0 | 66 |
| 3 years | 0.147 | 0 | 17 |
| 5 years | 0.155 | 0 | 23 |
| 10 years | 0.157 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.343 | — |
| 2023 | 0.522 | — |
| 2022 | -0.346 | — |
| 2021 | 0.191 | — |
| 2020 | 0.425 | — |
| 2019 | 0.410 | — |
| 2018 | -0.060 | — |
| 2017 | 0.453 | — |
| 2016 | 0.072 | — |
| 2015 | 0.051 | — |
| 2014 | 0.117 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.117 | — | — | — |
| 2024 | 0.178 | 0.103 | -0.023 | 0.057 |
| 2023 | 0.211 | 0.112 | -0.021 | 0.154 |
| 2022 | -0.114 | -0.236 | -0.067 | 0.034 |
| 2021 | 0.038 | 0.099 | -0.019 | 0.064 |
| 2020 | -0.127 | 0.247 | 0.126 | 0.162 |
| 2019 | 0.185 | 0.043 | 0.006 | 0.134 |
| 2018 | 0.015 | 0.065 | 0.052 | -0.173 |
| 2017 | 0.141 | 0.078 | 0.086 | 0.087 |
| 2016 | -0.023 | -0.019 | 0.140 | -0.018 |
| 2015 | 0.001 | 0.004 | -0.060 | 0.111 |
| 2014 | 0.007 | 0.046 | 0.014 | 0.046 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.128 |
| 5 years | 0.144 |
| 10 years | 0.151 |