Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 98 |
| 1 month | -0.076 | 0 | 100 |
| 3 months | -0.007 | 0 | 97 |
| 1 year | 0.009 | 0 | 96 |
| 3 years | -0.154 | 0 | 98 |
| 5 years | -0.013 | 0 | 95 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | -0.204 | — |
| 2022 | -0.419 | — |
| 2021 | -0.009 | — |
| 2020 | 0.720 | — |
| 2019 | 0.340 | — |
| 2018 | -0.372 | — |
| 2017 | 1.419 | — |
| 2016 | 1.192 | — |
| 2015 | -0.246 | — |
| 2014 | -0.201 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.173 | — | — | — |
| 2024 | 0.094 | 0.040 | 0.023 | -0.064 |
| 2023 | -0.069 | -0.055 | -0.137 | 0.049 |
| 2022 | -0.061 | -0.335 | -0.088 | 0.021 |
| 2021 | -0.001 | 0.108 | -0.099 | -0.005 |
| 2020 | -0.256 | 0.897 | 0.153 | 0.056 |
| 2019 | 0.154 | -0.011 | 0.097 | 0.071 |
| 2018 | -0.126 | -0.046 | -0.182 | -0.080 |
| 2017 | 0.132 | 0.127 | 0.486 | 0.276 |
| 2016 | 0.320 | 0.526 | 0.091 | -0.003 |
| 2015 | -0.058 | 0.000 | -0.138 | -0.072 |
| 2014 | 0.360 | -0.093 | -0.107 | -0.274 |
| 2013 | 0.070 | -0.239 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | -0.168 |
| 5 years | -0.023 |
| 10 years | 0.115 |