Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 12 |
| 1 month | 0.011 | 0 | 70 |
| 3 months | 0.008 | 0 | 32 |
| 1 year | 0.037 | 0 | 11 |
| 3 years | 0.286 | 0 | 8 |
| 5 years | 0.379 | 0 | 7 |
| 10 years | 0.164 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.280 | — |
| 2023 | 0.450 | — |
| 2022 | 0.291 | — |
| 2021 | 0.501 | — |
| 2020 | 0.039 | — |
| 2019 | 0.027 | — |
| 2018 | -0.138 | — |
| 2017 | 0.420 | — |
| 2016 | 0.026 | — |
| 2015 | -0.030 | — |
| 2014 | 0.572 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.137 | 0.149 | 0.072 | -0.086 |
| 2023 | 0.006 | 0.123 | 0.111 | 0.155 |
| 2022 | 0.062 | -0.032 | 0.135 | 0.107 |
| 2021 | 0.174 | 0.137 | 0.166 | -0.036 |
| 2020 | -0.349 | 0.213 | 0.017 | 0.293 |
| 2019 | 0.061 | 0.035 | -0.087 | 0.024 |
| 2018 | -0.095 | -0.062 | -0.020 | 0.036 |
| 2017 | 0.166 | 0.033 | 0.025 | 0.151 |
| 2016 | -0.104 | 0.130 | 0.034 | -0.020 |
| 2015 | 0.021 | -0.004 | -0.057 | 0.011 |
| 2014 | 0.085 | 0.337 | -0.023 | 0.109 |
| 2013 | -0.037 | -0.037 | 0.159 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.286 |
| 5 years | 0.379 |
| 10 years | 0.164 |