Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | — |
| 1 month | -0.047 | 0 | — |
| 3 months | -0.117 | 0 | — |
| 1 year | -0.023 | 0 | — |
| 3 years | 0.001 | 0 | — |
| 5 years | 0.039 | 0 | — |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.059 | — |
| 2022 | -0.182 | — |
| 2021 | 0.109 | — |
| 2020 | 0.034 | — |
| 2019 | 0.233 | — |
| 2018 | -0.127 | — |
| 2017 | 0.130 | — |
| 2016 | 0.078 | — |
| 2015 | -0.007 | — |
| 2014 | 0.114 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.077 | 0.036 | 0.004 | 0.025 |
| 2023 | 0.022 | 0.019 | -0.016 | 0.033 |
| 2022 | -0.082 | -0.088 | -0.030 | 0.007 |
| 2021 | 0.073 | 0.033 | -0.026 | 0.029 |
| 2020 | -0.220 | 0.142 | 0.043 | 0.112 |
| 2019 | 0.127 | 0.009 | 0.024 | 0.059 |
| 2018 | -0.030 | 0.002 | 0.006 | -0.107 |
| 2017 | 0.066 | -0.016 | 0.030 | 0.045 |
| 2016 | -0.039 | 0.025 | 0.060 | 0.033 |
| 2015 | 0.129 | -0.041 | -0.135 | 0.060 |
| 2014 | 0.003 | 0.055 | 0.044 | 0.009 |
| 2013 | 0.028 | 0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.001 |
| 5 years | 0.039 |
| 10 years | 0.019 |