Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 92 |
| 1 month | 0.001 | 0 | 46 |
| 3 months | -0.104 | 0 | 93 |
| 1 year | -0.016 | 0 | 60 |
| 3 years | 0.013 | 0 | 54 |
| 5 years | 0.038 | 0 | 60 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.099 | — |
| 2022 | -0.186 | — |
| 2021 | 0.139 | — |
| 2020 | 0.111 | — |
| 2019 | 0.242 | — |
| 2018 | 0.002 | — |
| 2017 | 0.160 | — |
| 2016 | -0.114 | — |
| 2015 | 0.004 | — |
| 2014 | 0.321 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.065 | -0.020 | 0.056 | -0.047 |
| 2023 | 0.029 | 0.024 | -0.060 | 0.110 |
| 2022 | -0.088 | -0.130 | -0.073 | 0.108 |
| 2021 | 0.024 | 0.071 | 0.007 | 0.031 |
| 2020 | -0.166 | 0.182 | 0.064 | 0.060 |
| 2019 | 0.114 | 0.018 | -0.017 | 0.114 |
| 2018 | -0.012 | 0.054 | 0.119 | -0.140 |
| 2017 | 0.092 | 0.059 | 0.024 | -0.020 |
| 2016 | -0.076 | 0.038 | -0.002 | -0.076 |
| 2015 | 0.098 | 0.015 | -0.127 | 0.032 |
| 2014 | 0.097 | 0.087 | 0.066 | 0.039 |
| 2013 | 0.096 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.084 |
| 3 years | -0.010 |
| 5 years | 0.023 |
| 10 years | 0.022 |