Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 6 |
| 1 month | 0.043 | 0 | 3 |
| 3 months | 0.033 | 0 | 12 |
| 1 year | 0.078 | 0 | 42 |
| 3 years | 0.157 | 0 | 55 |
| 5 years | 0.211 | 0 | 59 |
| 10 years | 0.115 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.254 | — |
| 2022 | -0.007 | — |
| 2021 | 0.332 | — |
| 2020 | 0.106 | — |
| 2019 | 0.083 | — |
| 2018 | -0.081 | — |
| 2017 | 0.391 | — |
| 2016 | -0.020 | — |
| 2015 | 0.090 | — |
| 2014 | 0.601 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | — | — | — |
| 2024 | 0.044 | 0.114 | 0.088 | -0.085 |
| 2023 | -0.053 | 0.125 | 0.061 | 0.108 |
| 2022 | -0.036 | -0.109 | 0.142 | 0.012 |
| 2021 | 0.064 | 0.090 | 0.098 | 0.046 |
| 2020 | -0.252 | 0.119 | 0.089 | 0.214 |
| 2019 | 0.050 | -0.002 | 0.005 | 0.028 |
| 2018 | -0.078 | 0.032 | -0.035 | 0.002 |
| 2017 | 0.155 | 0.059 | 0.037 | 0.097 |
| 2016 | -0.065 | 0.091 | 0.053 | -0.088 |
| 2015 | 0.098 | -0.026 | -0.007 | 0.027 |
| 2014 | 0.114 | 0.187 | 0.108 | 0.093 |
| 2013 | 0.012 | -0.019 | 0.177 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.157 |
| 5 years | 0.211 |
| 10 years | 0.115 |