Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | 0.004 | 0 | — |
| 1 year | -0.118 | 0 | — |
| 3 years | 0.119 | 0 | — |
| 5 years | 0.191 | 0 | — |
| 10 years | 0.123 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.146 | — |
| 2023 | 0.283 | — |
| 2022 | -0.054 | — |
| 2021 | 0.466 | — |
| 2020 | 0.277 | — |
| 2019 | 0.042 | — |
| 2018 | -0.049 | — |
| 2017 | 0.375 | — |
| 2016 | -0.049 | — |
| 2015 | 0.081 | — |
| 2014 | 0.428 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.076 | 0.067 | — | — |
| 2024 | 0.023 | 0.131 | 0.087 | -0.088 |
| 2023 | -0.002 | 0.120 | 0.043 | 0.100 |
| 2022 | -0.033 | -0.107 | 0.100 | -0.004 |
| 2021 | 0.105 | 0.127 | 0.112 | 0.058 |
| 2020 | -0.160 | 0.142 | 0.126 | 0.182 |
| 2019 | 0.020 | -0.010 | 0.011 | 0.021 |
| 2018 | -0.054 | -0.006 | -0.013 | 0.025 |
| 2017 | 0.128 | 0.024 | 0.048 | 0.136 |
| 2016 | -0.034 | 0.042 | 0.049 | -0.099 |
| 2015 | 0.092 | -0.015 | 0.021 | -0.016 |
| 2014 | 0.050 | 0.164 | 0.105 | 0.058 |
| 2013 | 0.036 | 0.035 | 0.118 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.118 |
| 3 years | 0.119 |
| 5 years | 0.191 |
| 10 years | 0.123 |