Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | — |
| 1 month | -0.027 | 0 | — |
| 3 months | -0.134 | 0 | — |
| 1 year | 0.161 | 0 | — |
| 3 years | 0.315 | 0 | — |
| 5 years | 0.147 | 0 | — |
| 10 years | 0.135 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.456 | — |
| 2023 | 0.901 | — |
| 2022 | -0.437 | — |
| 2021 | 0.157 | — |
| 2020 | 0.259 | — |
| 2019 | 0.261 | — |
| 2018 | -0.061 | — |
| 2017 | 0.093 | — |
| 2016 | 0.420 | — |
| 2015 | 0.008 | — |
| 2014 | 0.244 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.180 | 0.071 | 0.054 | 0.092 |
| 2023 | 0.357 | 0.205 | 0.001 | 0.161 |
| 2022 | -0.194 | -0.295 | 0.049 | -0.054 |
| 2021 | 0.022 | 0.082 | 0.019 | 0.026 |
| 2020 | -0.028 | 0.207 | 0.020 | 0.052 |
| 2019 | 0.171 | 0.019 | -0.020 | 0.079 |
| 2018 | 0.012 | 0.080 | 0.006 | -0.146 |
| 2017 | 0.096 | -0.007 | -0.001 | 0.006 |
| 2016 | 0.030 | 0.022 | 0.244 | 0.084 |
| 2015 | 0.121 | -0.008 | -0.041 | -0.055 |
| 2014 | 0.025 | 0.052 | 0.075 | 0.072 |
| 2013 | 0.117 | 0.030 | 0.113 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.161 |
| 3 years | 0.315 |
| 5 years | 0.147 |
| 10 years | 0.135 |