Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.144 | 0 | 86 |
| 1 month | 0.124 | 0 | 7 |
| 3 months | -0.144 | 0 | 86 |
| 1 year | 0.173 | 0 | 1 |
| 3 years | 0.258 | 0 | 28 |
| 5 years | 0.353 | 0 | 31 |
| 10 years | 0.148 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.495 | — |
| 2023 | 0.459 | — |
| 2022 | 0.092 | — |
| 2021 | 0.485 | — |
| 2020 | 0.011 | — |
| 2019 | 0.138 | — |
| 2018 | -0.134 | — |
| 2017 | 0.439 | — |
| 2016 | -0.009 | — |
| 2015 | -0.052 | — |
| 2014 | 0.506 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.144 | — | — | — |
| 2024 | 0.091 | 0.320 | 0.052 | -0.013 |
| 2023 | -0.026 | 0.152 | 0.125 | 0.156 |
| 2022 | 0.025 | -0.071 | 0.129 | 0.017 |
| 2021 | 0.144 | 0.096 | 0.139 | 0.040 |
| 2020 | -0.324 | 0.158 | 0.049 | 0.230 |
| 2019 | 0.071 | 0.039 | -0.038 | 0.062 |
| 2018 | -0.083 | -0.070 | -0.029 | 0.046 |
| 2017 | 0.162 | 0.055 | 0.015 | 0.156 |
| 2016 | -0.061 | 0.095 | 0.032 | -0.066 |
| 2015 | 0.028 | -0.004 | -0.083 | 0.009 |
| 2014 | 0.105 | 0.237 | 0.013 | 0.087 |
| 2013 | -0.005 | -0.084 | 0.151 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.173 |
| 3 years | 0.258 |
| 5 years | 0.353 |
| 10 years | 0.148 |