Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | 32 |
| 1 month | 0.014 | 0 | 70 |
| 3 months | -0.031 | 0 | 38 |
| 1 year | -0.016 | 0 | 75 |
| 3 years | 0.204 | 0 | 28 |
| 5 years | 0.349 | 0 | 25 |
| 10 years | 0.185 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.215 | — |
| 2023 | 0.462 | — |
| 2022 | 0.056 | — |
| 2021 | 0.665 | — |
| 2020 | 0.214 | — |
| 2019 | -0.085 | — |
| 2018 | -0.067 | — |
| 2017 | 0.626 | — |
| 2016 | 0.068 | — |
| 2015 | 0.078 | — |
| 2014 | 0.526 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.127 | — | — | — |
| 2024 | 0.021 | 0.129 | 0.073 | -0.017 |
| 2023 | 0.001 | 0.180 | 0.122 | 0.104 |
| 2022 | -0.067 | -0.087 | 0.179 | 0.051 |
| 2021 | 0.145 | 0.252 | 0.116 | 0.041 |
| 2020 | -0.323 | 0.232 | 0.199 | 0.214 |
| 2019 | 0.053 | -0.049 | -0.075 | -0.013 |
| 2018 | -0.041 | -0.018 | -0.030 | 0.021 |
| 2017 | 0.171 | 0.093 | 0.042 | 0.219 |
| 2016 | -0.072 | 0.112 | 0.096 | -0.055 |
| 2015 | -0.003 | 0.000 | 0.018 | 0.062 |
| 2014 | 0.069 | 0.169 | 0.102 | 0.108 |
| 2013 | 0.021 | -0.004 | 0.135 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.204 |
| 5 years | 0.349 |
| 10 years | 0.185 |