Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | — |
| 1 month | 0.035 | 0 | — |
| 3 months | 0.036 | 0 | — |
| 1 year | 0.087 | 0 | — |
| 3 years | 0.135 | 0 | — |
| 5 years | 0.208 | 0 | — |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.210 | — |
| 2022 | 0.054 | — |
| 2021 | 0.252 | — |
| 2020 | 0.153 | — |
| 2019 | 0.132 | — |
| 2018 | 0.045 | — |
| 2017 | 0.297 | — |
| 2016 | 0.040 | — |
| 2015 | -0.029 | — |
| 2014 | 0.324 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.029 | 0.080 | 0.077 | -0.083 |
| 2023 | -0.041 | 0.110 | 0.026 | 0.108 |
| 2022 | 0.008 | -0.092 | 0.086 | 0.060 |
| 2021 | 0.053 | 0.074 | 0.123 | -0.014 |
| 2020 | -0.294 | 0.198 | 0.095 | 0.245 |
| 2019 | 0.072 | 0.017 | -0.023 | 0.062 |
| 2018 | -0.035 | 0.063 | 0.024 | -0.005 |
| 2017 | 0.121 | 0.041 | 0.032 | 0.076 |
| 2016 | -0.024 | 0.076 | 0.041 | -0.049 |
| 2015 | 0.027 | -0.008 | -0.047 | 0.000 |
| 2014 | 0.063 | 0.140 | 0.051 | 0.039 |
| 2013 | 0.034 | -0.015 | 0.100 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.135 |
| 5 years | 0.208 |
| 10 years | 0.125 |