Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.106 | 0 | 75 |
| 1 month | 0.000 | 0 | 93 |
| 3 months | -0.042 | 0 | 87 |
| 1 year | -0.129 | 0 | 97 |
| 3 years | 0.188 | 0 | 92 |
| 5 years | 0.415 | 0 | 2 |
| 10 years | 0.183 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.254 | — |
| 2023 | 0.347 | — |
| 2022 | 0.153 | — |
| 2021 | 0.842 | — |
| 2020 | 0.341 | — |
| 2019 | 0.044 | — |
| 2018 | -0.136 | — |
| 2017 | 0.527 | — |
| 2016 | -0.055 | — |
| 2015 | -0.030 | — |
| 2014 | 0.570 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.106 | — | — | — |
| 2024 | 0.196 | 0.140 | 0.006 | -0.085 |
| 2023 | -0.080 | 0.093 | 0.104 | 0.215 |
| 2022 | 0.015 | -0.097 | 0.186 | 0.061 |
| 2021 | 0.173 | 0.275 | 0.135 | 0.085 |
| 2020 | -0.329 | 0.228 | 0.272 | 0.280 |
| 2019 | 0.054 | 0.015 | -0.047 | 0.024 |
| 2018 | -0.091 | -0.074 | -0.015 | 0.043 |
| 2017 | 0.172 | 0.010 | 0.119 | 0.153 |
| 2016 | -0.083 | 0.070 | 0.076 | -0.105 |
| 2015 | 0.024 | -0.048 | -0.060 | 0.059 |
| 2014 | 0.050 | 0.434 | -0.029 | 0.073 |
| 2013 | -0.061 | -0.117 | 0.288 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.129 |
| 3 years | 0.188 |
| 5 years | 0.415 |
| 10 years | 0.183 |