Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 46 |
| 1 month | -0.027 | 0 | 38 |
| 3 months | -0.117 | 0 | 48 |
| 1 year | -0.015 | 0 | 35 |
| 3 years | 0.071 | 0 | 44 |
| 5 years | 0.116 | 0 | 32 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.225 | — |
| 2023 | 0.066 | — |
| 2022 | 0.024 | — |
| 2021 | 0.330 | — |
| 2020 | -0.043 | — |
| 2019 | 0.275 | — |
| 2018 | -0.034 | — |
| 2017 | 0.066 | — |
| 2016 | 0.108 | — |
| 2015 | 0.042 | — |
| 2014 | 0.300 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | — | — | — |
| 2024 | 0.143 | 0.006 | 0.019 | 0.046 |
| 2023 | 0.022 | 0.070 | -0.022 | -0.003 |
| 2022 | 0.001 | -0.035 | 0.004 | 0.056 |
| 2021 | 0.180 | 0.026 | 0.013 | 0.085 |
| 2020 | -0.148 | 0.068 | 0.030 | 0.021 |
| 2019 | 0.136 | 0.022 | 0.069 | 0.027 |
| 2018 | -0.008 | 0.069 | 0.021 | -0.107 |
| 2017 | 0.029 | -0.038 | 0.012 | 0.063 |
| 2016 | -0.041 | 0.027 | 0.053 | 0.069 |
| 2015 | 0.118 | -0.048 | -0.071 | 0.053 |
| 2014 | 0.036 | 0.090 | 0.063 | 0.084 |
| 2013 | 0.003 | 0.059 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.071 |
| 5 years | 0.116 |
| 10 years | 0.079 |