Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | 0.014 | 0 | — |
| 1 year | -0.036 | 0 | — |
| 3 years | 0.151 | 0 | — |
| 5 years | 0.294 | 0 | — |
| 10 years | 0.176 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.326 | — |
| 2022 | 0.111 | — |
| 2021 | 0.445 | — |
| 2020 | 0.126 | — |
| 2019 | 0.054 | — |
| 2018 | -0.147 | — |
| 2017 | 0.442 | — |
| 2016 | 0.441 | — |
| 2015 | -0.012 | — |
| 2014 | 0.475 | — |
| 2013 | -0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.090 | 0.136 | 0.071 | -0.131 |
| 2023 | -0.011 | 0.051 | 0.105 | 0.156 |
| 2022 | 0.114 | -0.195 | 0.071 | 0.157 |
| 2021 | 0.165 | 0.211 | 0.046 | -0.022 |
| 2020 | -0.344 | 0.241 | 0.054 | 0.314 |
| 2019 | 0.059 | -0.011 | -0.057 | 0.067 |
| 2018 | -0.082 | -0.054 | 0.051 | -0.066 |
| 2017 | 0.179 | -0.014 | 0.150 | 0.079 |
| 2016 | 0.041 | 0.105 | 0.172 | 0.069 |
| 2015 | -0.004 | 0.011 | -0.111 | 0.103 |
| 2014 | 0.093 | 0.298 | 0.015 | 0.024 |
| 2013 | -0.132 | -0.038 | 0.009 | 0.125 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.151 |
| 5 years | 0.294 |
| 10 years | 0.176 |