Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | — |
| 1 month | 0.020 | 0 | — |
| 3 months | -0.021 | 0 | — |
| 1 year | 0.017 | 0 | — |
| 3 years | 0.100 | 0 | — |
| 5 years | 0.128 | 0 | — |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.240 | — |
| 2022 | -0.041 | — |
| 2021 | 0.126 | — |
| 2020 | 0.125 | — |
| 2019 | 0.056 | — |
| 2018 | -0.036 | — |
| 2017 | 0.395 | — |
| 2016 | -0.024 | — |
| 2015 | 0.188 | — |
| 2014 | 0.723 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.103 | — | — | — |
| 2024 | 0.004 | 0.202 | 0.064 | -0.081 |
| 2023 | -0.065 | 0.147 | 0.078 | 0.073 |
| 2022 | -0.045 | -0.070 | 0.101 | -0.020 |
| 2021 | 0.049 | 0.042 | 0.048 | -0.017 |
| 2020 | -0.187 | 0.144 | 0.061 | 0.140 |
| 2019 | 0.028 | -0.028 | 0.009 | 0.048 |
| 2018 | -0.069 | 0.023 | -0.020 | 0.033 |
| 2017 | 0.111 | 0.065 | 0.039 | 0.136 |
| 2016 | -0.048 | 0.065 | 0.031 | -0.067 |
| 2015 | 0.153 | 0.006 | 0.013 | 0.010 |
| 2014 | 0.050 | 0.230 | 0.124 | 0.187 |
| 2013 | 0.069 | 0.000 | 0.148 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.100 |
| 5 years | 0.128 |
| 10 years | 0.089 |