Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 4 |
| 1 month | 0.025 | 0 | 66 |
| 3 months | 0.037 | 0 | 2 |
| 1 year | 0.122 | 0 | 5 |
| 3 years | 0.215 | 0 | 15 |
| 5 years | 0.261 | 0 | 31 |
| 10 years | 0.162 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.251 | — |
| 2023 | 0.330 | — |
| 2022 | 0.042 | — |
| 2021 | 0.324 | — |
| 2020 | 0.153 | — |
| 2019 | 0.125 | — |
| 2018 | -0.083 | — |
| 2017 | 0.417 | — |
| 2016 | 0.122 | — |
| 2015 | 0.067 | — |
| 2014 | 0.462 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.033 | 0.184 | 0.093 | -0.064 |
| 2023 | -0.044 | 0.124 | 0.091 | 0.134 |
| 2022 | -0.036 | -0.077 | 0.125 | 0.041 |
| 2021 | 0.102 | 0.134 | 0.096 | -0.033 |
| 2020 | -0.281 | 0.221 | 0.069 | 0.229 |
| 2019 | 0.064 | -0.007 | 0.013 | 0.052 |
| 2018 | -0.085 | -0.019 | -0.001 | 0.022 |
| 2017 | 0.156 | 0.032 | 0.056 | 0.126 |
| 2016 | -0.023 | 0.092 | 0.108 | -0.050 |
| 2015 | 0.064 | -0.014 | -0.005 | 0.022 |
| 2014 | 0.049 | 0.203 | 0.076 | 0.076 |
| 2013 | 0.033 | 0.001 | 0.115 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.112 |
| 3 years | 0.215 |
| 5 years | 0.261 |
| 10 years | 0.162 |