Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | — |
| 1 month | 0.032 | 0 | — |
| 3 months | 0.020 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0.134 | 0 | — |
| 5 years | 0.215 | 0 | — |
| 10 years | 0.129 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.148 | — |
| 2023 | 0.250 | — |
| 2022 | -0.029 | — |
| 2021 | 0.341 | — |
| 2020 | 0.204 | — |
| 2019 | 0.079 | — |
| 2018 | -0.037 | — |
| 2017 | 0.398 | — |
| 2016 | 0.065 | — |
| 2015 | -0.012 | — |
| 2014 | 0.454 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.003 | 0.147 | 0.086 | -0.081 |
| 2023 | -0.055 | 0.136 | 0.047 | 0.111 |
| 2022 | -0.044 | -0.104 | 0.128 | 0.004 |
| 2021 | 0.070 | 0.101 | 0.118 | 0.018 |
| 2020 | -0.263 | 0.194 | 0.088 | 0.258 |
| 2019 | 0.044 | -0.033 | -0.011 | 0.081 |
| 2018 | -0.054 | 0.036 | -0.022 | 0.005 |
| 2017 | 0.160 | 0.040 | 0.071 | 0.082 |
| 2016 | -0.026 | 0.073 | 0.075 | -0.053 |
| 2015 | 0.039 | -0.027 | -0.021 | -0.002 |
| 2014 | 0.051 | 0.205 | 0.055 | 0.088 |
| 2013 | 0.015 | -0.008 | 0.107 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.134 |
| 5 years | 0.215 |
| 10 years | 0.129 |