Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 75 |
| 1 month | 0.047 | 0 | 1 |
| 3 months | 0.036 | 0 | 44 |
| 1 year | 0.094 | 0 | 11 |
| 3 years | 0.174 | 0 | 9 |
| 5 years | 0.226 | 0 | 10 |
| 10 years | 0.143 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.217 | — |
| 2023 | 0.296 | — |
| 2022 | -0.015 | — |
| 2021 | 0.344 | — |
| 2020 | 0.154 | — |
| 2019 | 0.122 | — |
| 2018 | 0.014 | — |
| 2017 | 0.306 | — |
| 2016 | 0.045 | — |
| 2015 | 0.065 | — |
| 2014 | 0.415 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.054 | 0.126 | 0.083 | -0.053 |
| 2023 | -0.034 | 0.147 | 0.033 | 0.132 |
| 2022 | -0.025 | -0.108 | 0.100 | 0.030 |
| 2021 | 0.039 | 0.108 | 0.145 | 0.020 |
| 2020 | -0.259 | 0.202 | 0.099 | 0.179 |
| 2019 | 0.067 | 0.010 | -0.013 | 0.055 |
| 2018 | -0.017 | 0.037 | -0.008 | 0.003 |
| 2017 | 0.117 | 0.054 | 0.032 | 0.074 |
| 2016 | -0.028 | 0.085 | 0.059 | -0.064 |
| 2015 | 0.090 | -0.013 | -0.018 | 0.008 |
| 2014 | 0.058 | 0.148 | 0.102 | 0.057 |
| 2013 | 0.040 | -0.025 | 0.105 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.174 |
| 5 years | 0.226 |
| 10 years | 0.143 |