Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.288 | 0 | — |
| 1 month | 0.036 | 0 | — |
| 3 months | 0.160 | 0 | — |
| 1 year | 0.182 | 0 | — |
| 3 years | 0.184 | 0 | — |
| 5 years | 0.185 | 0 | — |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.135 | — |
| 2023 | 0.189 | — |
| 2022 | 0.224 | — |
| 2021 | 0.224 | — |
| 2020 | -0.625 | — |
| 2019 | 0.302 | — |
| 2018 | 0.069 | — |
| 2017 | 0.205 | — |
| 2016 | 0.107 | — |
| 2015 | 0.315 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.243 | — | — | — |
| 2024 | -0.043 | -0.081 | 0.135 | -0.133 |
| 2023 | 0.096 | 0.032 | 0.019 | 0.031 |
| 2022 | -0.004 | 0.003 | -0.087 | 0.342 |
| 2021 | 0.213 | 0.025 | 0.032 | -0.047 |
| 2020 | -0.705 | 0.260 | — | — |
| 2019 | 0.025 | -0.034 | 0.215 | 0.083 |
| 2018 | 0.062 | -0.019 | -0.033 | 0.061 |
| 2017 | 0.059 | 0.071 | 0.047 | 0.015 |
| 2016 | -0.135 | -0.119 | 0.112 | 0.307 |
| 2015 | 0.258 | -0.147 | 0.133 | 0.081 |
| 2014 | 0.021 | 0.119 | -0.053 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.151 |
| 5 years | 0.166 |
| 10 years | 0.032 |