Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.533 | 0 | 42 |
| 1 month | -0.017 | 0 | 68 |
| 3 months | 0.180 | 0 | 8 |
| 1 year | 0.383 | 0 | 80 |
| 3 years | 0.136 | 0 | 88 |
| 5 years | 0.004 | 0 | 89 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.030 | — |
| 2023 | -0.096 | — |
| 2022 | -0.230 | — |
| 2021 | -0.106 | — |
| 2020 | 0.359 | — |
| 2019 | 0.439 | — |
| 2018 | -0.255 | — |
| 2017 | 0.054 | — |
| 2016 | 0.737 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.268 | 0.230 | — | — |
| 2024 | -0.009 | 0.038 | 0.155 | -0.133 |
| 2023 | 0.053 | -0.129 | -0.127 | 0.129 |
| 2022 | 0.071 | -0.327 | -0.069 | 0.148 |
| 2021 | -0.047 | 0.026 | -0.152 | 0.078 |
| 2020 | -0.368 | 0.738 | 0.089 | 0.136 |
| 2019 | 0.087 | 0.056 | 0.082 | 0.158 |
| 2018 | -0.070 | -0.064 | -0.147 | 0.005 |
| 2017 | 0.116 | -0.054 | 0.012 | -0.014 |
| 2016 | 0.399 | 0.485 | 0.064 | -0.214 |
| 2015 | -0.201 | -0.072 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.313 |
| 3 years | 0.116 |
| 5 years | -0.006 |
| 10 years | 0.083 |