Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.386 | 0 | 67 |
| 1 month | 0.070 | 0 | 45 |
| 3 months | 0.269 | 0 | 22 |
| 1 year | 0.523 | 0 | 32 |
| 3 years | 0.192 | 0 | 7 |
| 5 years | 0.176 | 0 | 5 |
| 10 years | 0.152 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.249 | — |
| 2023 | 0.160 | — |
| 2022 | -0.156 | — |
| 2021 | -0.100 | — |
| 2020 | 0.549 | — |
| 2019 | 0.637 | — |
| 2018 | -0.308 | — |
| 2017 | 0.169 | — |
| 2016 | 0.918 | — |
| 2015 | -0.267 | — |
| 2014 | -0.113 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.295 | — | — | — |
| 2024 | 0.046 | 0.125 | 0.170 | -0.093 |
| 2023 | 0.152 | -0.095 | -0.116 | 0.258 |
| 2022 | 0.100 | -0.328 | -0.084 | 0.246 |
| 2021 | -0.122 | 0.054 | -0.139 | 0.129 |
| 2020 | -0.278 | 0.828 | 0.137 | 0.033 |
| 2019 | 0.106 | 0.113 | 0.108 | 0.199 |
| 2018 | -0.076 | -0.027 | -0.222 | -0.010 |
| 2017 | 0.108 | -0.038 | 0.081 | 0.014 |
| 2016 | 0.637 | 0.490 | 0.024 | -0.233 |
| 2015 | -0.055 | 0.040 | -0.233 | -0.027 |
| 2014 | 0.185 | 0.105 | -0.189 | -0.164 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.425 |
| 3 years | 0.167 |
| 5 years | 0.163 |
| 10 years | 0.146 |