Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 56 |
| 1 month | 0.036 | 0 | 19 |
| 3 months | 0.019 | 0 | 40 |
| 1 year | 0.040 | 0 | 73 |
| 3 years | 0.174 | 0 | 33 |
| 5 years | 0.248 | 0 | 29 |
| 10 years | 0.153 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.233 | — |
| 2023 | 0.252 | — |
| 2022 | 0.084 | — |
| 2021 | 0.350 | — |
| 2020 | 0.164 | — |
| 2019 | 0.140 | — |
| 2018 | -0.027 | — |
| 2017 | 0.357 | — |
| 2016 | 0.091 | — |
| 2015 | 0.029 | — |
| 2014 | 0.574 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | 0.078 | 0.143 | 0.060 | -0.056 |
| 2023 | -0.031 | 0.113 | 0.068 | 0.087 |
| 2022 | 0.013 | -0.097 | 0.122 | 0.056 |
| 2021 | 0.103 | 0.104 | 0.088 | 0.020 |
| 2020 | -0.261 | 0.194 | 0.102 | 0.197 |
| 2019 | 0.060 | 0.044 | -0.032 | 0.064 |
| 2018 | -0.074 | 0.015 | 0.009 | 0.026 |
| 2017 | 0.166 | 0.037 | 0.027 | 0.092 |
| 2016 | -0.035 | 0.086 | 0.101 | -0.055 |
| 2015 | 0.064 | -0.005 | -0.014 | -0.015 |
| 2014 | 0.059 | 0.198 | 0.096 | 0.133 |
| 2013 | -0.016 | -0.061 | 0.125 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.174 |
| 5 years | 0.248 |
| 10 years | 0.153 |