Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0 | 2 |
| 1 month | 0.075 | 0 | 58 |
| 3 months | -0.056 | 0 | 2 |
| 1 year | 0.211 | 0 | 13 |
| 3 years | 0.242 | 0 | 1 |
| 5 years | 0.307 | 0 | 2 |
| 10 years | 0.127 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.437 | — |
| 2023 | 0.397 | — |
| 2022 | -0.050 | — |
| 2021 | 0.215 | — |
| 2020 | 0.677 | — |
| 2019 | 0.005 | — |
| 2018 | -0.088 | — |
| 2017 | 0.033 | — |
| 2016 | -0.129 | — |
| 2015 | 0.287 | — |
| 2014 | 0.583 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.120 | 0.045 | 0.177 | 0.044 |
| 2023 | -0.020 | 0.190 | 0.093 | 0.097 |
| 2022 | -0.060 | -0.095 | 0.092 | 0.023 |
| 2021 | -0.005 | 0.185 | 0.014 | 0.015 |
| 2020 | -0.039 | 0.280 | 0.228 | 0.110 |
| 2019 | 0.006 | -0.089 | 0.000 | 0.097 |
| 2018 | -0.109 | -0.023 | 0.098 | -0.046 |
| 2017 | 0.065 | -0.086 | -0.030 | 0.094 |
| 2016 | -0.110 | 0.020 | 0.062 | -0.097 |
| 2015 | 0.177 | 0.009 | 0.078 | 0.006 |
| 2014 | 0.047 | 0.150 | 0.235 | 0.064 |
| 2013 | 0.106 | 0.078 | 0.092 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.211 |
| 3 years | 0.242 |
| 5 years | 0.307 |
| 10 years | 0.127 |