Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 5 |
| 1 month | 0.032 | 0 | 7 |
| 3 months | -0.015 | 0 | 9 |
| 1 year | -0.054 | 0 | 97 |
| 3 years | 0.225 | 0 | 13 |
| 5 years | 0.483 | 0 | 1 |
| 10 years | 0.197 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.235 | — |
| 2023 | 0.480 | — |
| 2022 | 0.112 | — |
| 2021 | 0.917 | — |
| 2020 | 0.761 | — |
| 2019 | -0.232 | — |
| 2018 | 0.031 | — |
| 2017 | 0.053 | — |
| 2016 | 0.102 | — |
| 2015 | 0.082 | — |
| 2014 | 0.119 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.115 | — | — | — |
| 2024 | 0.085 | 0.162 | 0.062 | -0.078 |
| 2023 | -0.045 | 0.167 | 0.145 | 0.159 |
| 2022 | -0.005 | -0.123 | 0.166 | 0.094 |
| 2021 | 0.186 | 0.395 | 0.119 | 0.036 |
| 2020 | -0.247 | 0.355 | 0.459 | 0.183 |
| 2019 | -0.019 | -0.117 | -0.135 | 0.026 |
| 2018 | -0.003 | -0.002 | -0.009 | 0.046 |
| 2017 | 0.009 | 0.020 | 0.014 | 0.009 |
| 2016 | 0.021 | 0.020 | 0.038 | 0.020 |
| 2015 | 0.024 | 0.017 | 0.024 | 0.014 |
| 2014 | 0.021 | 0.028 | 0.023 | 0.042 |
| 2013 | 0.021 | 0.010 | 0.026 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.064 |
| 3 years | 0.225 |
| 5 years | 0.483 |
| 10 years | 0.197 |