Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 24 |
| 1 month | -0.010 | 0 | 18 |
| 3 months | -0.003 | 0 | 38 |
| 1 year | -0.048 | 0 | 63 |
| 3 years | 0.158 | 0 | 49 |
| 5 years | 0.241 | 0 | 11 |
| 10 years | 0.156 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.298 | — |
| 2022 | 0.055 | — |
| 2021 | 0.509 | — |
| 2020 | 0.200 | — |
| 2019 | 0.033 | — |
| 2018 | -0.083 | — |
| 2017 | 0.551 | — |
| 2016 | 0.015 | — |
| 2015 | 0.084 | — |
| 2014 | 0.440 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | 0.092 | — | — |
| 2024 | 0.058 | 0.092 | 0.074 | -0.079 |
| 2023 | -0.025 | 0.135 | 0.072 | 0.093 |
| 2022 | 0.009 | -0.104 | 0.118 | 0.043 |
| 2021 | 0.147 | 0.152 | 0.103 | 0.035 |
| 2020 | -0.318 | 0.254 | 0.150 | 0.220 |
| 2019 | 0.058 | 0.005 | -0.063 | 0.037 |
| 2018 | -0.051 | -0.002 | -0.037 | 0.006 |
| 2017 | 0.188 | 0.083 | 0.068 | 0.128 |
| 2016 | -0.064 | 0.089 | 0.063 | -0.063 |
| 2015 | 0.115 | 0.010 | -0.062 | 0.025 |
| 2014 | 0.023 | 0.193 | 0.099 | 0.073 |
| 2013 | 0.000 | 0.030 | 0.179 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | 0.158 |
| 5 years | 0.241 |
| 10 years | 0.156 |