Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 16 |
| 1 month | 0.018 | 0 | 46 |
| 3 months | -0.022 | 0 | 21 |
| 1 year | 0.002 | 0 | 55 |
| 3 years | 0.160 | 0 | 68 |
| 5 years | 0.298 | 0 | 85 |
| 10 years | 0.197 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.253 | — |
| 2023 | 0.266 | — |
| 2022 | 0.093 | — |
| 2021 | 0.491 | — |
| 2020 | 0.352 | — |
| 2019 | 0.074 | — |
| 2018 | -0.186 | — |
| 2017 | 0.804 | — |
| 2016 | 0.026 | — |
| 2015 | 0.223 | — |
| 2014 | 1.128 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.116 | — | — | — |
| 2024 | 0.041 | 0.179 | 0.081 | -0.055 |
| 2023 | -0.044 | 0.135 | 0.095 | 0.066 |
| 2022 | -0.027 | -0.053 | 0.181 | 0.005 |
| 2021 | 0.119 | 0.154 | 0.091 | 0.058 |
| 2020 | -0.234 | 0.192 | 0.208 | 0.225 |
| 2019 | 0.034 | -0.008 | 0.017 | 0.030 |
| 2018 | -0.122 | -0.069 | -0.014 | 0.010 |
| 2017 | 0.167 | 0.083 | 0.121 | 0.273 |
| 2016 | -0.094 | 0.089 | 0.097 | -0.052 |
| 2015 | 0.004 | 0.062 | 0.026 | 0.118 |
| 2014 | 0.113 | 0.314 | 0.211 | 0.202 |
| 2013 | 0.017 | -0.011 | 0.135 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.160 |
| 5 years | 0.298 |
| 10 years | 0.197 |