Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | 45 |
| 1 month | 0.077 | 0 | 28 |
| 3 months | 0.266 | 0 | 33 |
| 1 year | 0.249 | 0 | 27 |
| 3 years | 0.140 | 0 | 57 |
| 5 years | 0.122 | 0 | 46 |
| 10 years | 0.189 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.203 | — |
| 2023 | 0.336 | — |
| 2022 | -0.290 | — |
| 2021 | 0.227 | — |
| 2020 | 0.495 | — |
| 2019 | 0.341 | — |
| 2018 | 0.073 | — |
| 2017 | 0.302 | — |
| 2016 | 0.288 | — |
| 2015 | 0.134 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.162 | 0.189 | — | — |
| 2024 | 0.059 | 0.039 | -0.047 | 0.147 |
| 2023 | 0.126 | 0.062 | 0.009 | 0.108 |
| 2022 | -0.093 | -0.170 | 0.036 | -0.090 |
| 2021 | -0.025 | 0.137 | 0.015 | 0.089 |
| 2020 | -0.060 | 0.306 | 0.094 | 0.113 |
| 2019 | 0.178 | 0.077 | 0.018 | 0.038 |
| 2018 | 0.007 | 0.162 | 0.073 | -0.145 |
| 2017 | 0.131 | 0.024 | 0.040 | 0.081 |
| 2016 | -0.011 | 0.061 | 0.193 | 0.029 |
| 2015 | 0.101 | -0.049 | -0.054 | 0.145 |
| 2014 | 0.104 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.249 |
| 3 years | 0.140 |
| 5 years | 0.122 |
| 10 years | 0.189 |