Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 60 |
| 1 month | 0.024 | 0 | 79 |
| 3 months | 0.026 | 0 | 71 |
| 1 year | 0.067 | 0 | 69 |
| 3 years | 0.156 | 0 | 18 |
| 5 years | 0.225 | 0 | 13 |
| 10 years | 0.131 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.257 | — |
| 2022 | 0.045 | — |
| 2021 | 0.337 | — |
| 2020 | 0.092 | — |
| 2019 | 0.131 | — |
| 2018 | -0.022 | — |
| 2017 | 0.316 | — |
| 2016 | 0.046 | — |
| 2015 | 0.030 | — |
| 2014 | 0.370 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.042 | 0.113 | 0.063 | -0.075 |
| 2023 | -0.040 | 0.120 | 0.038 | 0.126 |
| 2022 | -0.005 | -0.096 | 0.095 | 0.060 |
| 2021 | 0.096 | 0.093 | 0.119 | -0.002 |
| 2020 | -0.288 | 0.162 | 0.074 | 0.229 |
| 2019 | 0.068 | 0.051 | -0.039 | 0.049 |
| 2018 | -0.062 | 0.031 | -0.007 | 0.019 |
| 2017 | 0.119 | 0.051 | 0.033 | 0.083 |
| 2016 | -0.021 | 0.069 | 0.066 | -0.063 |
| 2015 | 0.050 | -0.005 | -0.016 | 0.001 |
| 2014 | 0.050 | 0.158 | 0.061 | 0.062 |
| 2013 | 0.029 | 0.010 | 0.090 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.156 |
| 5 years | 0.225 |
| 10 years | 0.131 |