Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.299 | 0 | 86 |
| 1 month | 0.024 | 0 | 97 |
| 3 months | 0.135 | 0 | 94 |
| 1 year | 0.298 | 0 | 84 |
| 3 years | -0.011 | 0 | 91 |
| 5 years | 0.045 | 0 | 90 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.030 | — |
| 2023 | -0.097 | — |
| 2022 | -0.230 | — |
| 2021 | -0.106 | — |
| 2020 | 0.359 | — |
| 2019 | 0.438 | — |
| 2018 | -0.255 | — |
| 2017 | 0.054 | — |
| 2016 | 0.742 | — |
| 2015 | -0.269 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.269 | — | — | — |
| 2024 | -0.009 | 0.038 | 0.155 | -0.133 |
| 2023 | 0.053 | -0.129 | -0.127 | 0.129 |
| 2022 | 0.071 | -0.327 | -0.069 | 0.148 |
| 2021 | -0.047 | 0.026 | -0.152 | 0.078 |
| 2020 | -0.368 | 0.738 | 0.089 | 0.136 |
| 2019 | 0.086 | 0.056 | 0.082 | 0.158 |
| 2018 | -0.070 | -0.065 | -0.147 | 0.005 |
| 2017 | 0.115 | -0.054 | 0.012 | -0.013 |
| 2016 | 0.399 | 0.485 | 0.067 | -0.214 |
| 2015 | -0.084 | 0.071 | -0.198 | -0.071 |
| 2014 | -0.165 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.233 |
| 3 years | -0.028 |
| 5 years | 0.034 |
| 10 years | 0.042 |