Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.090 | 0 | 78 |
| 1 month | -0.025 | 0 | 72 |
| 3 months | -0.120 | 0 | 80 |
| 1 year | -0.057 | 0 | 70 |
| 3 years | 0.026 | 0 | 66 |
| 5 years | 0.095 | 0 | 60 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.096 | — |
| 2022 | -0.172 | — |
| 2021 | 0.399 | — |
| 2020 | 0.108 | — |
| 2019 | 0.342 | — |
| 2018 | -0.122 | — |
| 2017 | 0.103 | — |
| 2016 | 0.092 | — |
| 2015 | 0.072 | — |
| 2014 | 0.142 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.067 | — | — | — |
| 2024 | 0.107 | -0.034 | 0.063 | -0.015 |
| 2023 | 0.036 | 0.020 | -0.047 | 0.088 |
| 2022 | -0.130 | -0.087 | 0.029 | 0.014 |
| 2021 | 0.105 | 0.075 | 0.053 | 0.118 |
| 2020 | -0.172 | 0.155 | 0.054 | 0.099 |
| 2019 | 0.159 | 0.045 | 0.045 | 0.061 |
| 2018 | -0.062 | 0.023 | 0.036 | -0.116 |
| 2017 | 0.046 | -0.003 | 0.019 | 0.038 |
| 2016 | -0.038 | 0.073 | 0.037 | 0.021 |
| 2015 | 0.147 | -0.049 | -0.111 | 0.105 |
| 2014 | 0.046 | 0.032 | 0.010 | 0.048 |
| 2013 | 0.058 | 0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.105 |
| 3 years | 0.008 |
| 5 years | 0.084 |
| 10 years | 0.064 |