Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 89 |
| 1 month | -0.027 | 0 | 77 |
| 3 months | -0.089 | 0 | 86 |
| 1 year | 0.030 | 0 | 46 |
| 3 years | 0.035 | 0 | 31 |
| 5 years | 0.058 | 0 | 29 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.103 | — |
| 2022 | -0.138 | — |
| 2021 | 0.113 | — |
| 2020 | -0.006 | — |
| 2019 | 0.104 | — |
| 2018 | -0.108 | — |
| 2017 | 0.067 | — |
| 2016 | 0.039 | — |
| 2015 | 0.047 | — |
| 2014 | 0.063 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.066 | 0.027 | 0.022 | 0.040 |
| 2023 | 0.026 | 0.027 | -0.001 | 0.049 |
| 2022 | -0.047 | -0.090 | -0.021 | 0.014 |
| 2021 | 0.040 | 0.028 | 0.001 | 0.040 |
| 2020 | -0.191 | 0.103 | 0.036 | 0.075 |
| 2019 | 0.059 | -0.003 | 0.003 | 0.043 |
| 2018 | -0.024 | -0.004 | 0.019 | -0.099 |
| 2017 | 0.011 | 0.012 | 0.021 | 0.022 |
| 2016 | -0.037 | 0.007 | 0.026 | 0.044 |
| 2015 | 0.094 | -0.009 | -0.068 | 0.036 |
| 2014 | -0.002 | 0.028 | 0.024 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.035 |
| 5 years | 0.058 |
| 10 years | 0.017 |