Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.182 | 0 | — |
| 1 month | -0.071 | 0 | — |
| 3 months | -0.205 | 0 | — |
| 1 year | -0.038 | 0 | — |
| 3 years | 0.074 | 0 | — |
| 5 years | 0.133 | 0 | — |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.352 | — |
| 2023 | 0.247 | — |
| 2022 | -0.162 | — |
| 2021 | 0.378 | — |
| 2020 | 0.120 | — |
| 2019 | 0.298 | — |
| 2018 | -0.106 | — |
| 2017 | -0.011 | — |
| 2016 | 0.136 | — |
| 2015 | -0.003 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.120 | — | — | — |
| 2024 | 0.159 | 0.075 | -0.018 | 0.104 |
| 2023 | 0.052 | 0.098 | 0.019 | 0.059 |
| 2022 | -0.039 | -0.144 | 0.061 | -0.039 |
| 2021 | 0.109 | 0.062 | 0.039 | 0.126 |
| 2020 | -0.157 | 0.175 | 0.070 | 0.058 |
| 2019 | 0.146 | 0.019 | 0.045 | 0.064 |
| 2018 | -0.044 | 0.080 | 0.025 | -0.155 |
| 2017 | 0.032 | -0.059 | -0.016 | 0.035 |
| 2016 | -0.028 | 0.048 | 0.019 | 0.094 |
| 2015 | 0.142 | -0.048 | -0.144 | 0.071 |
| 2014 | 0.081 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | 0.074 |
| 5 years | 0.133 |
| 10 years | 0.076 |