Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | 4 |
| 1 month | 0.011 | 0 | 43 |
| 3 months | 0.002 | 0 | 2 |
| 1 year | 0.038 | 0 | 2 |
| 3 years | 0.238 | 0 | 6 |
| 5 years | 0.302 | 0 | 2 |
| 10 years | 0.161 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.254 | — |
| 2023 | 0.313 | — |
| 2022 | 0.199 | — |
| 2021 | 0.418 | — |
| 2020 | 0.052 | — |
| 2019 | 0.046 | — |
| 2018 | -0.137 | — |
| 2017 | 0.403 | — |
| 2016 | 0.034 | — |
| 2015 | 0.057 | — |
| 2014 | 0.523 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.085 | 0.002 | — |
| 2024 | 0.070 | 0.131 | 0.082 | -0.042 |
| 2023 | -0.015 | 0.110 | 0.062 | 0.131 |
| 2022 | 0.024 | -0.036 | 0.141 | 0.065 |
| 2021 | 0.100 | 0.100 | 0.105 | 0.061 |
| 2020 | -0.315 | 0.193 | 0.042 | 0.236 |
| 2019 | 0.056 | 0.019 | -0.047 | 0.021 |
| 2018 | -0.105 | -0.028 | -0.018 | 0.010 |
| 2017 | 0.125 | 0.056 | 0.021 | 0.157 |
| 2016 | -0.102 | 0.118 | 0.048 | -0.017 |
| 2015 | -0.022 | 0.008 | 0.003 | 0.069 |
| 2014 | 0.069 | 0.337 | 0.011 | 0.054 |
| 2013 | -0.041 | -0.044 | 0.217 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.238 |
| 5 years | 0.302 |
| 10 years | 0.161 |