Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.389 | 0 | — |
| 1 month | 0.036 | 0 | — |
| 3 months | 0.219 | 0 | — |
| 1 year | 0.612 | 0 | — |
| 3 years | 0.190 | 0 | — |
| 5 years | 0.119 | 0 | — |
| 10 years | 0.141 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.283 | — |
| 2023 | 0.053 | — |
| 2022 | -0.008 | — |
| 2021 | -0.094 | — |
| 2020 | 0.215 | — |
| 2019 | 0.325 | — |
| 2018 | 0.009 | — |
| 2017 | 0.019 | — |
| 2016 | 0.545 | — |
| 2015 | -0.039 | — |
| 2014 | 0.006 | — |
| 2013 | -0.408 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.341 | — | — | — |
| 2024 | 0.054 | 0.066 | 0.183 | -0.034 |
| 2023 | 0.134 | -0.089 | -0.082 | 0.111 |
| 2022 | 0.163 | -0.243 | -0.044 | 0.179 |
| 2021 | -0.124 | 0.063 | -0.108 | 0.090 |
| 2020 | -0.165 | 0.560 | 0.068 | -0.127 |
| 2019 | 0.035 | 0.139 | 0.048 | 0.072 |
| 2018 | -0.028 | 0.063 | -0.179 | 0.189 |
| 2017 | 0.083 | -0.063 | -0.014 | 0.018 |
| 2016 | 0.313 | 0.405 | 0.026 | -0.185 |
| 2015 | 0.058 | 0.038 | -0.142 | 0.020 |
| 2014 | 0.186 | 0.069 | -0.146 | -0.071 |
| 2013 | -0.165 | -0.291 | 0.115 | -0.103 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.612 |
| 3 years | 0.190 |
| 5 years | 0.119 |
| 10 years | 0.141 |