Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.130 | 0 | 99 |
| 1 month | -0.029 | 0 | 76 |
| 3 months | -0.147 | 0 | 97 |
| 1 year | -0.023 | 0 | 86 |
| 3 years | 0.046 | 0 | 71 |
| 5 years | 0.095 | 0 | — |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.203 | — |
| 2022 | -0.128 | — |
| 2021 | 0.265 | — |
| 2020 | -0.084 | — |
| 2019 | 0.292 | — |
| 2018 | -0.118 | — |
| 2017 | 0.119 | — |
| 2016 | 0.022 | — |
| 2015 | 0.095 | — |
| 2014 | 0.027 | — |
| 2013 | 0.312 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.104 | — | — | — |
| 2024 | 0.065 | 0.019 | -0.001 | 0.071 |
| 2023 | 0.060 | 0.060 | -0.004 | 0.075 |
| 2022 | -0.040 | -0.125 | 0.041 | -0.004 |
| 2021 | 0.013 | 0.078 | 0.044 | 0.109 |
| 2020 | -0.290 | 0.149 | -0.009 | 0.134 |
| 2019 | 0.125 | 0.038 | 0.016 | 0.088 |
| 2018 | -0.060 | 0.080 | -0.013 | -0.120 |
| 2017 | 0.035 | 0.028 | 0.009 | 0.043 |
| 2016 | -0.033 | -0.048 | 0.087 | 0.021 |
| 2015 | 0.073 | 0.018 | -0.049 | 0.054 |
| 2014 | -0.007 | 0.005 | -0.006 | 0.036 |
| 2013 | 0.114 | 0.001 | 0.098 | 0.071 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.046 |
| 5 years | 0.095 |
| 10 years | 0.048 |