Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.125 | 0 | 87 |
| 1 month | 0.026 | 0 | 35 |
| 3 months | -0.048 | 0 | 93 |
| 1 year | -0.025 | 0 | 75 |
| 3 years | 0.237 | 0 | 46 |
| 5 years | 0.331 | 0 | 31 |
| 10 years | 0.165 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.343 | — |
| 2023 | 0.392 | — |
| 2022 | 0.172 | — |
| 2021 | 0.594 | — |
| 2020 | 0.046 | — |
| 2019 | 0.048 | — |
| 2018 | -0.184 | — |
| 2017 | 0.479 | — |
| 2016 | 0.111 | — |
| 2015 | 0.013 | — |
| 2014 | 0.823 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.147 | — | — | — |
| 2024 | 0.112 | 0.246 | 0.029 | -0.057 |
| 2023 | 0.025 | 0.130 | 0.075 | 0.118 |
| 2022 | 0.002 | -0.031 | 0.155 | 0.045 |
| 2021 | 0.227 | 0.113 | 0.159 | 0.007 |
| 2020 | -0.307 | 0.212 | 0.040 | 0.198 |
| 2019 | 0.043 | 0.055 | -0.050 | 0.003 |
| 2018 | -0.104 | -0.077 | -0.066 | 0.056 |
| 2017 | 0.182 | 0.036 | 0.058 | 0.142 |
| 2016 | -0.013 | 0.112 | 0.071 | -0.056 |
| 2015 | 0.045 | -0.014 | -0.014 | -0.002 |
| 2014 | 0.158 | 0.311 | 0.096 | 0.096 |
| 2013 | -0.012 | -0.071 | 0.149 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.237 |
| 5 years | 0.331 |
| 10 years | 0.165 |