Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.067 | 0 | 36 |
| 1 month | -0.050 | 0 | 86 |
| 3 months | -0.090 | 0 | 30 |
| 1 year | 0.004 | 0 | 48 |
| 3 years | 0.037 | 0 | 41 |
| 5 years | 0.091 | 0 | 47 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.109 | — |
| 2022 | -0.174 | — |
| 2021 | 0.203 | — |
| 2020 | 0.103 | — |
| 2019 | 0.281 | — |
| 2018 | -0.087 | — |
| 2017 | 0.131 | — |
| 2016 | 0.050 | — |
| 2015 | 0.117 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.082 | 0.017 | 0.017 | 0.037 |
| 2023 | 0.029 | 0.027 | -0.002 | 0.051 |
| 2022 | -0.071 | -0.117 | -0.023 | 0.030 |
| 2021 | 0.100 | 0.055 | 0.007 | 0.028 |
| 2020 | -0.248 | 0.202 | 0.060 | 0.151 |
| 2019 | 0.136 | 0.018 | 0.036 | 0.069 |
| 2018 | -0.022 | 0.070 | 0.029 | -0.152 |
| 2017 | 0.049 | 0.018 | 0.018 | 0.041 |
| 2016 | -0.055 | -0.009 | 0.061 | 0.057 |
| 2015 | 0.146 | 0.006 | -0.108 | 0.087 |
| 2014 | 0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | 0.020 |
| 5 years | 0.080 |
| 10 years | 0.052 |