Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 34 |
| 1 month | 0.060 | 0 | 38 |
| 3 months | -0.031 | 0 | 34 |
| 1 year | 0.065 | 0 | 73 |
| 3 years | 0.124 | 0 | 46 |
| 5 years | 0.200 | 0 | 56 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.173 | — |
| 2022 | 0.090 | — |
| 2021 | 0.234 | — |
| 2020 | 0.114 | — |
| 2019 | 0.034 | — |
| 2018 | -0.035 | — |
| 2017 | 0.201 | — |
| 2016 | 0.046 | — |
| 2015 | 0.055 | — |
| 2014 | 0.505 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.042 | 0.085 | 0.066 | -0.050 |
| 2023 | -0.029 | 0.085 | 0.030 | 0.081 |
| 2022 | -0.002 | -0.042 | 0.085 | 0.051 |
| 2021 | 0.066 | 0.070 | 0.090 | -0.007 |
| 2020 | -0.217 | 0.137 | 0.064 | 0.175 |
| 2019 | 0.030 | 0.012 | -0.031 | 0.024 |
| 2018 | -0.039 | -0.001 | -0.002 | 0.007 |
| 2017 | 0.083 | 0.029 | 0.015 | 0.061 |
| 2016 | -0.033 | 0.066 | 0.070 | -0.052 |
| 2015 | 0.077 | -0.017 | 0.008 | -0.011 |
| 2014 | 0.057 | 0.205 | 0.080 | 0.093 |
| 2013 | 0.024 | 0.008 | 0.100 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.124 |
| 5 years | 0.200 |
| 10 years | 0.091 |