Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 19 |
| 1 month | 0.038 | 0 | 6 |
| 3 months | -0.002 | 0 | 38 |
| 1 year | 0.007 | 0 | 44 |
| 3 years | 0.242 | 0 | 41 |
| 5 years | 0.310 | 0 | 55 |
| 10 years | 0.161 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.218 | — |
| 2023 | 0.504 | — |
| 2022 | 0.097 | — |
| 2021 | 0.493 | — |
| 2020 | 0.088 | — |
| 2019 | 0.108 | — |
| 2018 | -0.172 | — |
| 2017 | 0.426 | — |
| 2016 | 0.099 | — |
| 2015 | 0.033 | — |
| 2014 | 0.489 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | 0.098 | 0.170 | 0.039 | -0.088 |
| 2023 | 0.009 | 0.127 | 0.127 | 0.173 |
| 2022 | -0.006 | -0.060 | 0.127 | 0.042 |
| 2021 | 0.136 | 0.136 | 0.124 | 0.029 |
| 2020 | -0.292 | 0.228 | 0.058 | 0.183 |
| 2019 | 0.058 | 0.072 | -0.045 | 0.023 |
| 2018 | -0.119 | -0.047 | -0.056 | 0.045 |
| 2017 | 0.112 | 0.053 | 0.012 | 0.202 |
| 2016 | -0.053 | 0.183 | 0.009 | -0.029 |
| 2015 | 0.078 | -0.039 | -0.043 | 0.041 |
| 2014 | 0.032 | 0.356 | -0.015 | 0.080 |
| 2013 | -0.024 | -0.095 | 0.153 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.242 |
| 5 years | 0.310 |
| 10 years | 0.161 |