Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.406 | 0 | — |
| 1 month | 0.070 | 0 | — |
| 3 months | 0.207 | 0 | — |
| 1 year | 0.518 | 0 | — |
| 3 years | 0.166 | 0 | — |
| 5 years | 0.104 | 0 | — |
| 10 years | 0.110 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.076 | — |
| 2022 | -0.070 | — |
| 2021 | -0.084 | — |
| 2020 | 0.321 | — |
| 2019 | 0.358 | — |
| 2018 | -0.102 | — |
| 2017 | -0.036 | — |
| 2016 | 0.535 | — |
| 2015 | -0.181 | — |
| 2014 | -0.026 | — |
| 2013 | -0.413 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.314 | — | — | — |
| 2024 | 0.020 | 0.083 | 0.185 | -0.107 |
| 2023 | 0.118 | -0.077 | -0.073 | 0.126 |
| 2022 | 0.097 | -0.235 | -0.100 | 0.232 |
| 2021 | -0.104 | 0.041 | -0.109 | 0.103 |
| 2020 | -0.135 | 0.521 | 0.070 | -0.061 |
| 2019 | 0.076 | 0.117 | 0.068 | 0.058 |
| 2018 | -0.095 | 0.047 | -0.086 | 0.036 |
| 2017 | 0.001 | -0.039 | 0.030 | -0.026 |
| 2016 | 0.379 | 0.359 | -0.028 | -0.158 |
| 2015 | -0.051 | -0.001 | -0.156 | 0.024 |
| 2014 | 0.094 | 0.069 | -0.112 | -0.062 |
| 2013 | -0.180 | -0.310 | 0.211 | -0.143 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.518 |
| 3 years | 0.166 |
| 5 years | 0.104 |
| 10 years | 0.110 |