Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | — |
| 1 month | 0.054 | 0 | — |
| 3 months | 0.037 | 0 | — |
| 1 year | 0.098 | 0 | — |
| 3 years | 0.169 | 0 | — |
| 5 years | 0.233 | 0 | — |
| 10 years | 0.160 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.261 | — |
| 2022 | 0.060 | — |
| 2021 | 0.312 | — |
| 2020 | 0.160 | — |
| 2019 | 0.148 | — |
| 2018 | -0.011 | — |
| 2017 | 0.410 | — |
| 2016 | 0.086 | — |
| 2015 | 0.085 | — |
| 2014 | 0.522 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.025 | 0.121 | 0.136 | -0.095 |
| 2023 | -0.049 | 0.147 | 0.050 | 0.101 |
| 2022 | -0.024 | -0.059 | 0.159 | -0.004 |
| 2021 | 0.056 | 0.095 | 0.140 | -0.005 |
| 2020 | -0.249 | 0.173 | 0.066 | 0.236 |
| 2019 | 0.033 | 0.007 | 0.040 | 0.061 |
| 2018 | -0.060 | 0.035 | -0.045 | 0.065 |
| 2017 | 0.169 | 0.052 | 0.046 | 0.097 |
| 2016 | -0.047 | 0.121 | 0.118 | -0.091 |
| 2015 | 0.065 | 0.013 | -0.013 | 0.019 |
| 2014 | 0.048 | 0.155 | 0.100 | 0.144 |
| 2013 | 0.071 | -0.019 | 0.088 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.169 |
| 5 years | 0.233 |
| 10 years | 0.160 |