Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.113 | 0 | 27 |
| 1 month | 0.031 | 0 | 10 |
| 3 months | -0.024 | 0 | 22 |
| 1 year | 0.008 | 0 | 46 |
| 3 years | 0.223 | 0 | 14 |
| 5 years | 0.388 | 0 | 6 |
| 10 years | 0.219 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.271 | — |
| 2023 | 0.502 | — |
| 2022 | 0.075 | — |
| 2021 | 0.759 | — |
| 2020 | 0.303 | — |
| 2019 | -0.016 | — |
| 2018 | -0.157 | — |
| 2017 | 0.649 | — |
| 2016 | 0.068 | — |
| 2015 | 0.161 | — |
| 2014 | 0.993 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.140 | — | — | — |
| 2024 | 0.022 | 0.204 | 0.075 | -0.039 |
| 2023 | -0.020 | 0.201 | 0.128 | 0.132 |
| 2022 | -0.021 | -0.083 | 0.164 | 0.029 |
| 2021 | 0.184 | 0.217 | 0.131 | 0.079 |
| 2020 | -0.296 | 0.269 | 0.226 | 0.190 |
| 2019 | 0.017 | -0.016 | -0.050 | 0.035 |
| 2018 | -0.089 | -0.045 | -0.043 | 0.012 |
| 2017 | 0.185 | 0.073 | 0.058 | 0.227 |
| 2016 | -0.121 | 0.132 | 0.085 | -0.012 |
| 2015 | 0.003 | -0.011 | 0.048 | 0.117 |
| 2014 | 0.102 | 0.434 | 0.150 | 0.096 |
| 2013 | -0.019 | -0.006 | 0.344 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.223 |
| 5 years | 0.388 |
| 10 years | 0.219 |