Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 74 |
| 1 month | 0.020 | 0 | 31 |
| 3 months | -0.009 | 0 | 49 |
| 1 year | 0.092 | 0 | 24 |
| 3 years | 0.086 | 0 | 14 |
| 5 years | 0.141 | 0 | 3 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.061 | — |
| 2022 | -0.008 | — |
| 2021 | 0.249 | — |
| 2020 | -0.156 | — |
| 2019 | 0.200 | — |
| 2018 | -0.130 | — |
| 2017 | 0.181 | — |
| 2016 | 0.170 | — |
| 2015 | 0.016 | — |
| 2014 | 0.016 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.055 | 0.064 | 0.054 | 0.015 |
| 2023 | 0.011 | -0.032 | 0.057 | 0.027 |
| 2022 | 0.006 | -0.080 | -0.052 | 0.131 |
| 2021 | 0.129 | 0.038 | 0.039 | 0.026 |
| 2020 | -0.365 | 0.107 | -0.087 | 0.315 |
| 2019 | 0.081 | -0.002 | 0.019 | 0.093 |
| 2018 | -0.052 | 0.073 | -0.016 | -0.130 |
| 2017 | 0.043 | 0.035 | 0.035 | 0.057 |
| 2016 | -0.020 | -0.012 | 0.116 | 0.083 |
| 2015 | 0.062 | 0.018 | -0.083 | 0.026 |
| 2014 | 0.000 | 0.016 | -0.004 | 0.004 |
| 2013 | 0.016 | 0.075 | 0.072 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.086 |
| 5 years | 0.141 |
| 10 years | 0.060 |