Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.230 | 0 | 11 |
| 1 month | 0.013 | 0 | 19 |
| 3 months | 0.116 | 0 | 19 |
| 1 year | 0.416 | 0 | 4 |
| 3 years | 0.419 | 0 | 2 |
| 5 years | 0.403 | 0 | 1 |
| 10 years | 0.105 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.449 | — |
| 2023 | 0.311 | — |
| 2022 | 0.007 | — |
| 2021 | 0.562 | — |
| 2020 | 0.063 | — |
| 2019 | 0.208 | — |
| 2018 | -0.382 | — |
| 2017 | 0.122 | — |
| 2016 | -0.045 | — |
| 2015 | 0.019 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.214 | — | — | — |
| 2024 | 0.198 | 0.066 | 0.082 | 0.048 |
| 2023 | 0.088 | 0.096 | 0.040 | 0.058 |
| 2022 | -0.140 | -0.099 | -0.016 | 0.320 |
| 2021 | 0.278 | 0.052 | 0.093 | 0.062 |
| 2020 | -0.326 | 0.167 | -0.049 | 0.420 |
| 2019 | 0.092 | -0.031 | 0.014 | 0.125 |
| 2018 | -0.051 | -0.103 | -0.039 | -0.245 |
| 2017 | 0.030 | 0.062 | 0.048 | -0.022 |
| 2016 | -0.187 | -0.104 | 0.114 | 0.178 |
| 2015 | 0.174 | -0.011 | -0.092 | -0.034 |
| 2014 | 0.001 | -0.062 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.360 |
| 3 years | 0.400 |
| 5 years | 0.392 |
| 10 years | 0.101 |