Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 73 |
| 1 month | 0.054 | 0 | 6 |
| 3 months | -0.007 | 0 | 67 |
| 1 year | 0.030 | 0 | 32 |
| 3 years | 0.060 | 0 | 29 |
| 5 years | 0.116 | 0 | 42 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.273 | — |
| 2022 | -0.223 | — |
| 2021 | 0.162 | — |
| 2020 | 0.238 | — |
| 2019 | 0.139 | — |
| 2018 | -0.171 | — |
| 2017 | 0.232 | — |
| 2016 | 0.053 | — |
| 2015 | -0.146 | — |
| 2014 | -0.001 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.071 | — | — | — |
| 2024 | -0.011 | 0.040 | 0.072 | -0.043 |
| 2023 | 0.062 | 0.071 | 0.006 | 0.113 |
| 2022 | -0.076 | -0.191 | -0.029 | 0.069 |
| 2021 | 0.116 | 0.042 | 0.002 | -0.003 |
| 2020 | -0.266 | 0.300 | 0.055 | 0.230 |
| 2019 | 0.111 | -0.024 | -0.011 | 0.062 |
| 2018 | 0.022 | -0.105 | -0.061 | -0.035 |
| 2017 | 0.099 | 0.061 | 0.028 | 0.027 |
| 2016 | 0.066 | 0.041 | 0.037 | -0.085 |
| 2015 | -0.042 | 0.027 | -0.149 | 0.020 |
| 2014 | -0.012 | 0.078 | -0.021 | -0.042 |
| 2013 | -0.058 | 0.008 | -0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.060 |
| 5 years | 0.116 |
| 10 years | 0.042 |