Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 83 |
| 1 month | -0.028 | 0 | 72 |
| 3 months | -0.067 | 0 | 86 |
| 1 year | 0.044 | 0 | 99 |
| 3 years | 0.044 | 0 | 99 |
| 5 years | 0.083 | 0 | 94 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.083 | — |
| 2022 | -0.185 | — |
| 2021 | 0.189 | — |
| 2020 | 0.197 | — |
| 2019 | 0.210 | — |
| 2018 | -0.058 | — |
| 2017 | 0.114 | — |
| 2016 | 0.141 | — |
| 2015 | -0.022 | — |
| 2014 | 0.178 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.092 | -0.031 | 0.048 | 0.024 |
| 2023 | 0.056 | 0.002 | -0.043 | 0.070 |
| 2022 | -0.091 | -0.118 | -0.006 | 0.022 |
| 2021 | -0.002 | 0.071 | 0.032 | 0.078 |
| 2020 | -0.155 | 0.174 | 0.108 | 0.088 |
| 2019 | 0.141 | 0.039 | -0.002 | 0.023 |
| 2018 | -0.019 | 0.028 | 0.037 | -0.098 |
| 2017 | 0.047 | 0.018 | 0.015 | 0.030 |
| 2016 | 0.049 | 0.038 | 0.055 | -0.008 |
| 2015 | 0.024 | -0.022 | -0.031 | 0.008 |
| 2014 | 0.041 | 0.031 | 0.043 | 0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.044 |
| 5 years | 0.083 |
| 10 years | 0.066 |