Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 27 |
| 1 month | 0.058 | 0 | 43 |
| 3 months | 0.046 | 0 | 25 |
| 1 year | 0.080 | 0 | 64 |
| 3 years | 0.065 | 0 | 57 |
| 5 years | 0.041 | 0 | 69 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.150 | — |
| 2022 | -0.278 | — |
| 2021 | -0.051 | — |
| 2020 | 0.263 | — |
| 2019 | 0.215 | — |
| 2018 | -0.211 | — |
| 2017 | 0.231 | — |
| 2016 | 0.020 | — |
| 2015 | 0.099 | — |
| 2014 | 0.013 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.106 | -0.040 | 0.054 | -0.050 |
| 2023 | 0.061 | 0.051 | -0.045 | 0.080 |
| 2022 | -0.133 | -0.177 | -0.057 | 0.073 |
| 2021 | -0.065 | -0.002 | 0.070 | -0.050 |
| 2020 | -0.150 | 0.184 | 0.077 | 0.165 |
| 2019 | 0.065 | 0.013 | 0.045 | 0.077 |
| 2018 | -0.009 | -0.029 | 0.000 | -0.180 |
| 2017 | 0.050 | 0.062 | 0.018 | 0.084 |
| 2016 | -0.025 | 0.052 | 0.069 | -0.070 |
| 2015 | 0.124 | -0.002 | -0.133 | 0.130 |
| 2014 | -0.030 | 0.084 | -0.015 | -0.022 |
| 2013 | 0.004 | 0.061 | -0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.047 |
| 5 years | 0.030 |
| 10 years | 0.022 |