Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.108 | 0 | 78 |
| 1 month | -0.054 | 0 | 92 |
| 3 months | -0.138 | 0 | 81 |
| 1 year | 0.025 | 0 | 49 |
| 3 years | 0.078 | 0 | 20 |
| 5 years | 0.123 | 0 | 23 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.279 | — |
| 2023 | 0.163 | — |
| 2022 | -0.129 | — |
| 2021 | 0.267 | — |
| 2020 | 0.096 | — |
| 2019 | 0.317 | — |
| 2018 | 0.008 | — |
| 2017 | 0.102 | — |
| 2016 | 0.011 | — |
| 2015 | 0.171 | — |
| 2014 | 0.170 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.130 | 0.043 | 0.014 | 0.069 |
| 2023 | 0.041 | 0.044 | -0.012 | 0.083 |
| 2022 | -0.051 | -0.098 | -0.006 | 0.024 |
| 2021 | 0.111 | 0.046 | 0.031 | 0.057 |
| 2020 | -0.195 | 0.177 | 0.034 | 0.118 |
| 2019 | 0.126 | 0.055 | 0.048 | 0.057 |
| 2018 | -0.025 | 0.079 | 0.063 | -0.099 |
| 2017 | 0.049 | -0.016 | 0.025 | 0.042 |
| 2016 | -0.080 | 0.018 | 0.031 | 0.047 |
| 2015 | 0.185 | -0.024 | -0.072 | 0.091 |
| 2014 | 0.002 | 0.042 | 0.064 | 0.053 |
| 2013 | 0.058 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.078 |
| 5 years | 0.123 |
| 10 years | 0.091 |