Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 96 |
| 1 month | 0.025 | 0 | 2 |
| 3 months | 0.031 | 0 | 66 |
| 1 year | 0.105 | 0 | 27 |
| 3 years | 0.124 | 0 | 2 |
| 5 years | 0.130 | 0 | 5 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | 0.158 | — |
| 2022 | 0.027 | — |
| 2021 | 0.126 | — |
| 2020 | 0.153 | — |
| 2019 | 0.104 | — |
| 2018 | 0.021 | — |
| 2017 | 0.121 | — |
| 2016 | 0.090 | — |
| 2015 | 0.038 | — |
| 2014 | 0.195 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.049 | 0.052 | 0.065 | -0.017 |
| 2023 | -0.013 | 0.061 | 0.029 | 0.074 |
| 2022 | -0.007 | -0.054 | 0.061 | 0.031 |
| 2021 | 0.026 | 0.034 | 0.066 | -0.005 |
| 2020 | -0.060 | 0.074 | 0.049 | 0.089 |
| 2019 | 0.036 | 0.026 | 0.012 | 0.027 |
| 2018 | -0.013 | 0.008 | 0.003 | 0.023 |
| 2017 | 0.049 | 0.033 | 0.015 | 0.019 |
| 2016 | -0.005 | 0.039 | 0.060 | -0.005 |
| 2015 | 0.033 | -0.009 | 0.014 | 0 |
| 2014 | 0.024 | 0.079 | 0.025 | 0.055 |
| 2013 | 0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.124 |
| 5 years | 0.130 |
| 10 years | 0.098 |