Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 27 |
| 1 month | -0.010 | 0 | 6 |
| 3 months | -0.106 | 0 | 32 |
| 1 year | -0.055 | 0 | 96 |
| 3 years | 0.037 | 0 | 77 |
| 5 years | 0.069 | 0 | 88 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.210 | — |
| 2022 | -0.203 | — |
| 2021 | 0.225 | — |
| 2020 | -0.126 | — |
| 2019 | -0.089 | — |
| 2018 | -0.117 | — |
| 2017 | 0.271 | — |
| 2016 | 0.104 | — |
| 2015 | 0.231 | — |
| 2014 | 0.148 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.042 | -0.051 | 0.022 | 0.014 |
| 2023 | 0.132 | 0.030 | -0.028 | 0.067 |
| 2022 | -0.123 | -0.130 | 0.011 | 0.034 |
| 2021 | 0.103 | 0.035 | 0.027 | 0.045 |
| 2020 | -0.337 | 0.144 | -0.042 | 0.203 |
| 2019 | -0.025 | -0.035 | -0.054 | 0.023 |
| 2018 | -0.030 | 0.070 | -0.037 | -0.118 |
| 2017 | 0.130 | 0.081 | 0.027 | 0.014 |
| 2016 | -0.067 | 0.051 | 0.042 | 0.081 |
| 2015 | 0.099 | 0.058 | -0.033 | 0.096 |
| 2014 | 0.097 | -0.015 | 0.070 | -0.008 |
| 2013 | 0.055 | 0.009 | 0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | 0.037 |
| 5 years | 0.069 |
| 10 years | 0.019 |