Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.162 | 0 | 87 |
| 1 month | -0.042 | 0 | 85 |
| 3 months | -0.209 | 0 | 95 |
| 1 year | -0.074 | 0 | 87 |
| 3 years | 0.020 | 0 | 58 |
| 5 years | 0.053 | 0 | 71 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.194 | — |
| 2022 | -0.243 | — |
| 2021 | 0.157 | — |
| 2020 | 0.195 | — |
| 2019 | 0.273 | — |
| 2018 | -0.040 | — |
| 2017 | 0.123 | — |
| 2016 | 0.008 | — |
| 2015 | 0.145 | — |
| 2014 | 0.182 | — |
| 2013 | 0.187 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.125 | — | — | — |
| 2024 | 0.109 | 0.022 | -0.039 | 0.088 |
| 2023 | 0.138 | 0.045 | -0.055 | 0.064 |
| 2022 | -0.099 | -0.158 | 0.009 | -0.011 |
| 2021 | 0.052 | 0.067 | -0.033 | 0.066 |
| 2020 | -0.119 | 0.151 | 0.095 | 0.076 |
| 2019 | 0.155 | 0.043 | 0.026 | 0.029 |
| 2018 | -0.012 | 0.091 | 0.007 | -0.116 |
| 2017 | 0.082 | 0.002 | -0.015 | 0.052 |
| 2016 | -0.036 | 0.026 | 0.022 | -0.002 |
| 2015 | 0.161 | -0.031 | -0.065 | 0.089 |
| 2014 | -0.008 | 0.048 | 0.045 | 0.089 |
| 2013 | 0.116 | -0.011 | 0.016 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | 0.020 |
| 5 years | 0.053 |
| 10 years | 0.057 |