Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 19 |
| 1 month | 0.067 | 0 | 46 |
| 3 months | -0.040 | 0 | 19 |
| 1 year | 0.079 | 0 | 42 |
| 3 years | 0.116 | 0 | 81 |
| 5 years | 0.180 | 0 | 97 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.173 | — |
| 2023 | 0.198 | — |
| 2022 | -0.006 | — |
| 2021 | 0.136 | — |
| 2020 | 0.163 | — |
| 2019 | 0.054 | — |
| 2018 | -0.035 | — |
| 2017 | 0.446 | — |
| 2016 | 0.043 | — |
| 2015 | 0.098 | — |
| 2014 | 0.556 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.044 | 0.136 | 0.081 | -0.085 |
| 2023 | -0.065 | 0.120 | 0.052 | 0.087 |
| 2022 | -0.036 | -0.082 | 0.085 | 0.034 |
| 2021 | 0.044 | 0.035 | 0.072 | -0.019 |
| 2020 | -0.226 | 0.188 | 0.077 | 0.174 |
| 2019 | 0.031 | -0.022 | -0.018 | 0.064 |
| 2018 | -0.055 | 0.024 | -0.009 | 0.006 |
| 2017 | 0.144 | 0.060 | 0.057 | 0.128 |
| 2016 | -0.039 | 0.077 | 0.074 | -0.061 |
| 2015 | 0.086 | -0.017 | -0.005 | 0.034 |
| 2014 | 0.057 | 0.198 | 0.091 | 0.125 |
| 2013 | 0.029 | -0.010 | 0.166 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.116 |
| 5 years | 0.180 |
| 10 years | 0.106 |