Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 1 |
| 1 month | 0.035 | 0 | 19 |
| 3 months | 0.036 | 0 | 10 |
| 1 year | 0.125 | 0 | 5 |
| 3 years | 0.216 | 0 | 12 |
| 5 years | 0.302 | 0 | 9 |
| 10 years | 0.155 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.318 | — |
| 2022 | 0.154 | — |
| 2021 | 0.388 | — |
| 2020 | 0.226 | — |
| 2019 | -0.001 | — |
| 2018 | -0.033 | — |
| 2017 | 0.252 | — |
| 2016 | 0.059 | — |
| 2015 | 0.066 | — |
| 2014 | 0.751 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.080 | 0.084 | 0.111 | -0.074 |
| 2023 | -0.016 | 0.103 | 0.092 | 0.112 |
| 2022 | 0.048 | -0.055 | 0.077 | 0.082 |
| 2021 | 0.101 | 0.115 | 0.143 | -0.011 |
| 2020 | -0.261 | 0.262 | 0.096 | 0.200 |
| 2019 | 0.024 | 0.001 | -0.047 | 0.022 |
| 2018 | -0.054 | 0.029 | 0.032 | -0.037 |
| 2017 | 0.105 | 0.016 | 0.016 | 0.097 |
| 2016 | -0.041 | 0.105 | 0.042 | -0.040 |
| 2015 | 0.061 | -0.003 | -0.007 | 0.015 |
| 2014 | 0.109 | 0.311 | 0.105 | 0.090 |
| 2013 | -0.042 | 0.027 | 0.185 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.216 |
| 5 years | 0.302 |
| 10 years | 0.155 |