Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.133 | 0 | — |
| 1 month | 0.032 | 0 | — |
| 3 months | 0.074 | 0 | — |
| 1 year | 0.176 | 0 | — |
| 3 years | 0.274 | 0 | — |
| 5 years | 0.133 | 0 | — |
| 10 years | 0.164 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.284 | — |
| 2023 | 0.393 | — |
| 2022 | -0.296 | — |
| 2021 | 0.191 | — |
| 2020 | 0.466 | — |
| 2019 | 0.354 | — |
| 2018 | 0.074 | — |
| 2017 | 0.192 | — |
| 2016 | 0.000 | — |
| 2015 | 0.100 | — |
| 2014 | 0.095 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.098 | 0.170 | 0.074 | — |
| 2024 | 0.135 | 0.048 | 0.039 | 0.038 |
| 2023 | 0.103 | 0.122 | -0.025 | 0.153 |
| 2022 | -0.119 | -0.206 | -0.014 | 0.021 |
| 2021 | -0.023 | 0.171 | 0.001 | 0.041 |
| 2020 | -0.078 | 0.327 | 0.088 | 0.100 |
| 2019 | 0.176 | 0.053 | -0.004 | 0.097 |
| 2018 | 0.057 | 0.133 | 0.123 | -0.201 |
| 2017 | 0.057 | 0.037 | 0.059 | 0.028 |
| 2016 | -0.061 | 0.012 | 0.055 | -0.003 |
| 2015 | 0.058 | 0.027 | -0.045 | 0.059 |
| 2014 | -0.047 | 0.058 | 0.027 | 0.058 |
| 2013 | 0.115 | 0.185 | 0.082 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.166 |
| 3 years | 0.274 |
| 5 years | 0.133 |
| 10 years | 0.164 |