Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 50 |
| 1 month | 0.028 | 0 | 30 |
| 3 months | -0.063 | 0 | 71 |
| 1 year | -0.027 | 0 | 37 |
| 3 years | -0.059 | 0 | 66 |
| 5 years | 0.003 | 0 | 93 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | -0.016 | — |
| 2022 | -0.349 | — |
| 2021 | 0.250 | — |
| 2020 | 0.040 | — |
| 2019 | 0.463 | — |
| 2018 | -0.108 | — |
| 2017 | 0.312 | — |
| 2016 | 0.039 | — |
| 2015 | 0.295 | — |
| 2014 | -0.076 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | — | — | — |
| 2024 | 0.021 | 0.056 | 0.000 | -0.003 |
| 2023 | -0.045 | -0.022 | -0.029 | 0.085 |
| 2022 | -0.165 | -0.206 | -0.102 | 0.094 |
| 2021 | 0.003 | 0.122 | 0.067 | 0.041 |
| 2020 | -0.254 | 0.175 | 0.076 | 0.104 |
| 2019 | 0.132 | 0.085 | -0.005 | 0.197 |
| 2018 | -0.009 | 0.092 | 0.001 | -0.176 |
| 2017 | 0.079 | 0.063 | 0.054 | 0.085 |
| 2016 | -0.040 | -0.064 | 0.131 | 0.022 |
| 2015 | 0.061 | 0.076 | 0.045 | 0.085 |
| 2014 | 0.011 | -0.101 | -0.009 | 0.026 |
| 2013 | 0.037 | 0.062 | 0.123 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.027 |
| 3 years | -0.059 |
| 5 years | 0.003 |
| 10 years | 0.060 |