Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 53 |
| 1 month | 0.033 | 0 | 95 |
| 3 months | 0.099 | 0 | 97 |
| 1 year | 0.039 | 0 | 77 |
| 3 years | 0.240 | 0 | 91 |
| 5 years | 0.308 | 0 | 45 |
| 10 years | 0.162 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.214 | — |
| 2023 | 0.357 | — |
| 2022 | 0.039 | — |
| 2021 | 0.536 | — |
| 2020 | 0.316 | — |
| 2019 | 0.009 | — |
| 2018 | -0.170 | — |
| 2017 | 0.350 | — |
| 2016 | 0.063 | — |
| 2015 | 0.161 | — |
| 2014 | 0.731 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | 0.099 | — | — |
| 2024 | 0.036 | 0.158 | 0.069 | -0.053 |
| 2023 | -0.016 | 0.183 | 0.075 | 0.084 |
| 2022 | -0.031 | -0.049 | 0.152 | -0.020 |
| 2021 | 0.165 | 0.116 | 0.109 | 0.066 |
| 2020 | -0.261 | 0.259 | 0.137 | 0.245 |
| 2019 | 0.057 | -0.028 | -0.047 | 0.031 |
| 2018 | -0.082 | -0.086 | -0.050 | 0.040 |
| 2017 | 0.145 | 0.040 | -0.001 | 0.135 |
| 2016 | -0.058 | 0.134 | 0.074 | -0.074 |
| 2015 | 0.067 | 0.034 | 0.001 | 0.051 |
| 2014 | 0.118 | 0.198 | 0.145 | 0.129 |
| 2013 | 0.007 | -0.007 | 0.276 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.240 |
| 5 years | 0.308 |
| 10 years | 0.162 |