Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 13 |
| 1 month | 0.028 | 0 | 59 |
| 3 months | 0.041 | 0 | 6 |
| 1 year | 0.142 | 0 | 1 |
| 3 years | 0.205 | 0 | 10 |
| 5 years | 0.273 | 0 | 12 |
| 10 years | 0.169 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.250 | — |
| 2023 | 0.312 | — |
| 2022 | 0.055 | — |
| 2021 | 0.364 | — |
| 2020 | 0.161 | — |
| 2019 | 0.160 | — |
| 2018 | -0.068 | — |
| 2017 | 0.381 | — |
| 2016 | 0.121 | — |
| 2015 | 0.050 | — |
| 2014 | 0.530 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.035 | 0.169 | 0.103 | -0.063 |
| 2023 | -0.041 | 0.121 | 0.081 | 0.130 |
| 2022 | 0.000 | -0.088 | 0.103 | 0.048 |
| 2021 | 0.104 | 0.130 | 0.107 | -0.012 |
| 2020 | -0.285 | 0.216 | 0.074 | 0.243 |
| 2019 | 0.078 | 0.015 | 0.010 | 0.050 |
| 2018 | -0.081 | -0.007 | -0.002 | 0.025 |
| 2017 | 0.151 | 0.028 | 0.058 | 0.102 |
| 2016 | -0.022 | 0.098 | 0.108 | -0.058 |
| 2015 | 0.050 | -0.006 | -0.010 | 0.018 |
| 2014 | 0.062 | 0.237 | 0.084 | 0.075 |
| 2013 | 0.030 | -0.003 | 0.130 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.205 |
| 5 years | 0.273 |
| 10 years | 0.169 |