Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.133 | 0 | — |
| 1 month | -0.056 | 0 | — |
| 3 months | -0.156 | 0 | — |
| 1 year | 0.048 | 0 | — |
| 3 years | 0.083 | 0 | — |
| 5 years | 0.135 | 0 | — |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.317 | — |
| 2023 | 0.207 | — |
| 2022 | -0.139 | — |
| 2021 | 0.381 | — |
| 2020 | 0.073 | — |
| 2019 | 0.321 | — |
| 2018 | -0.011 | — |
| 2017 | 0.059 | — |
| 2016 | 0.145 | — |
| 2015 | 0.118 | — |
| 2014 | 0.274 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | — | — | — |
| 2024 | 0.126 | 0.052 | 0.010 | 0.101 |
| 2023 | 0.051 | 0.086 | -0.010 | 0.068 |
| 2022 | -0.029 | -0.106 | 0.010 | -0.019 |
| 2021 | 0.110 | 0.067 | 0.030 | 0.133 |
| 2020 | -0.177 | 0.174 | 0.040 | 0.068 |
| 2019 | 0.154 | 0.026 | 0.061 | 0.052 |
| 2018 | -0.037 | 0.090 | 0.081 | -0.128 |
| 2017 | 0.042 | -0.037 | 0.007 | 0.048 |
| 2016 | -0.033 | 0.046 | 0.030 | 0.098 |
| 2015 | 0.135 | -0.036 | -0.069 | 0.098 |
| 2014 | 0.015 | 0.059 | 0.094 | 0.083 |
| 2013 | 0.007 | 0.018 | 0.079 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.083 |
| 5 years | 0.135 |
| 10 years | 0.109 |