Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 83 |
| 1 month | 0.005 | 0 | 31 |
| 3 months | -0.072 | 0 | 83 |
| 1 year | -0.001 | 0 | 65 |
| 3 years | 0.060 | 0 | 36 |
| 5 years | 0.144 | 0 | 9 |
| 10 years | 0.124 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.234 | — |
| 2022 | -0.256 | — |
| 2021 | 0.518 | — |
| 2020 | 0.163 | — |
| 2019 | 0.341 | — |
| 2018 | -0.085 | — |
| 2017 | 0.214 | — |
| 2016 | 0.063 | — |
| 2015 | 0.467 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.093 | 0.017 | 0.003 | -0.029 |
| 2023 | 0.101 | 0.037 | -0.026 | 0.109 |
| 2022 | -0.152 | -0.149 | -0.027 | 0.060 |
| 2021 | 0.053 | 0.164 | 0.074 | 0.153 |
| 2020 | -0.190 | 0.194 | 0.117 | 0.077 |
| 2019 | 0.152 | 0.065 | 0.015 | 0.077 |
| 2018 | -0.018 | 0.075 | 0.009 | -0.141 |
| 2017 | 0.085 | 0.058 | 0.065 | -0.007 |
| 2016 | -0.047 | 0.010 | 0.098 | 0.006 |
| 2015 | 0.219 | 0.048 | -0.017 | 0.168 |
| 2014 | 0.078 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.052 |
| 5 years | 0.139 |
| 10 years | 0.121 |