Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | — |
| 1 month | 0.051 | 0 | — |
| 3 months | -0.092 | 0 | — |
| 1 year | 0.027 | 0 | — |
| 3 years | 0.120 | 0 | — |
| 5 years | 0.178 | 0 | — |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.237 | — |
| 2022 | -0.005 | — |
| 2021 | 0.253 | — |
| 2020 | 0.139 | — |
| 2019 | -0.009 | — |
| 2018 | 0.006 | — |
| 2017 | 0.384 | — |
| 2016 | -0.021 | — |
| 2015 | 0.137 | — |
| 2014 | 0.641 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.092 | — | — | — |
| 2024 | 0.040 | 0.155 | 0.071 | -0.085 |
| 2023 | -0.030 | 0.136 | 0.045 | 0.075 |
| 2022 | -0.065 | -0.022 | 0.103 | -0.014 |
| 2021 | 0.058 | 0.070 | 0.109 | -0.002 |
| 2020 | -0.174 | 0.171 | 0.060 | 0.110 |
| 2019 | -0.033 | -0.019 | 0.025 | 0.020 |
| 2018 | -0.060 | 0.048 | -0.016 | 0.038 |
| 2017 | 0.119 | 0.050 | 0.037 | 0.136 |
| 2016 | -0.046 | 0.061 | 0.042 | -0.072 |
| 2015 | 0.125 | -0.001 | 0.011 | 0.001 |
| 2014 | 0.056 | 0.198 | 0.151 | 0.127 |
| 2013 | 0.075 | 0.008 | 0.124 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.120 |
| 5 years | 0.178 |
| 10 years | 0.099 |