Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 19 |
| 1 month | 0.063 | 0 | 9 |
| 3 months | -0.030 | 0 | 39 |
| 1 year | -0.126 | 0 | 15 |
| 3 years | 0.053 | 0 | 9 |
| 5 years | 0.069 | 0 | 74 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.159 | — |
| 2023 | 0.250 | — |
| 2022 | 0.228 | — |
| 2021 | -0.100 | — |
| 2020 | -0.307 | — |
| 2019 | 0.277 | — |
| 2018 | -0.065 | — |
| 2017 | 0.154 | — |
| 2016 | 0.336 | — |
| 2015 | -0.215 | — |
| 2014 | 0.048 | — |
| 2013 | -0.133 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.068 | -0.153 | -0.006 | -0.065 |
| 2023 | 0.045 | 0.208 | -0.049 | 0.042 |
| 2022 | 0.267 | -0.158 | 0.133 | 0.016 |
| 2021 | -0.052 | 0.093 | -0.116 | -0.017 |
| 2020 | -0.397 | 0.092 | -0.081 | 0.145 |
| 2019 | 0.094 | 0.076 | 0.004 | 0.080 |
| 2018 | 0.050 | -0.164 | 0.026 | 0.039 |
| 2017 | 0.104 | -0.059 | 0.139 | -0.025 |
| 2016 | 0.097 | 0.134 | 0.084 | -0.009 |
| 2015 | -0.004 | -0.021 | -0.179 | -0.018 |
| 2014 | -0.005 | 0.116 | 0.004 | -0.060 |
| 2013 | 0.027 | -0.118 | -0.039 | -0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.126 |
| 3 years | 0.053 |
| 5 years | 0.069 |
| 10 years | 0.018 |