Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.108 | 0.438 | 23 |
| 1 month | 0.029 | 0.049 | 40 |
| 3 months | 0.171 | 0.131 | 17 |
| 1 year | 0.132 | 0.701 | 7 |
| 3 years | 0.095 | -0.117 | 18 |
| 5 years | 0.212 | -0.048 | 56 |
| 10 years | 0.027 | -0.062 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | -0.017 | — |
| 2022 | 0.283 | — |
| 2021 | 0.320 | — |
| 2020 | -0.246 | -0.245 |
| 2019 | 0.140 | 0.073 |
| 2018 | -0.315 | -0.273 |
| 2017 | -0.078 | -0.048 |
| 2016 | 0.370 | 0.292 |
| 2015 | -0.255 | -0.274 |
| 2014 | — | -0.166 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.064 | — | — |
| 2024 | 0.101 | 0.000 | 0.008 | 0.053 |
| 2023 | -0.069 | 0.007 | 0.077 | -0.026 |
| 2022 | 0.241 | -0.095 | 0.004 | 0.138 |
| 2021 | 0.209 | 0.073 | -0.018 | 0.037 |
| 2020 | -0.503 | 0.224 | -0.083 | 0.351 |
| 2019 | 0.207 | -0.036 | -0.079 | 0.063 |
| 2018 | -0.090 | 0.089 | -0.013 | -0.299 |
| 2017 | -0.073 | -0.114 | 0.039 | 0.080 |
| 2016 | 0.035 | 0.106 | 0.108 | 0.081 |
| 2015 | 0.033 | -0.033 | -0.197 | -0.071 |
| 2014 | -0.066 | -0.196 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.095 |
| 5 years | 0.212 |
| 10 years | 0.027 |