Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 19 |
| 1 month | 0.052 | 0 | 1 |
| 3 months | 0.029 | 0 | 17 |
| 1 year | -0.035 | 0 | 92 |
| 3 years | 0.172 | 0 | 67 |
| 5 years | 0.289 | 0 | 20 |
| 10 years | 0.141 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.346 | — |
| 2022 | 0.159 | — |
| 2021 | 0.442 | — |
| 2020 | 0.126 | — |
| 2019 | -0.002 | — |
| 2018 | -0.122 | — |
| 2017 | 0.386 | — |
| 2016 | 0.102 | — |
| 2015 | 0.007 | — |
| 2014 | 0.500 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.058 | 0.144 | 0.058 | -0.165 |
| 2023 | -0.020 | 0.120 | 0.094 | 0.121 |
| 2022 | 0.022 | -0.061 | 0.145 | 0.055 |
| 2021 | 0.163 | 0.126 | 0.117 | -0.014 |
| 2020 | -0.336 | 0.208 | 0.091 | 0.286 |
| 2019 | 0.072 | -0.033 | -0.080 | 0.047 |
| 2018 | -0.079 | -0.015 | -0.032 | -0.001 |
| 2017 | 0.143 | 0.039 | 0.069 | 0.092 |
| 2016 | -0.041 | 0.071 | 0.116 | -0.039 |
| 2015 | -0.003 | 0.011 | -0.004 | 0.003 |
| 2014 | 0.070 | 0.202 | 0.099 | 0.061 |
| 2013 | -0.002 | -0.066 | 0.147 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.045 |
| 3 years | 0.172 |
| 5 years | 0.289 |
| 10 years | 0.141 |