Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 13 |
| 1 month | -0.004 | 0 | 92 |
| 3 months | 0.033 | 0 | 24 |
| 1 year | 0.047 | 0 | 79 |
| 3 years | 0.008 | 0 | 87 |
| 5 years | 0.051 | 0 | 60 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.024 | — |
| 2023 | 0.048 | — |
| 2022 | -0.159 | — |
| 2021 | -0.041 | — |
| 2020 | 0.125 | — |
| 2019 | 0.240 | — |
| 2018 | -0.124 | — |
| 2017 | 0.314 | — |
| 2016 | 0.138 | — |
| 2015 | -0.207 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.068 | — | — | — |
| 2024 | -0.012 | -0.002 | 0.117 | -0.114 |
| 2023 | 0.036 | 0.007 | -0.054 | 0.062 |
| 2022 | -0.041 | -0.149 | -0.094 | 0.138 |
| 2021 | 0.028 | 0.061 | -0.095 | -0.029 |
| 2020 | -0.296 | 0.201 | 0.069 | 0.245 |
| 2019 | 0.110 | 0.023 | -0.032 | 0.128 |
| 2018 | 0.044 | -0.105 | 0.017 | -0.078 |
| 2017 | 0.118 | 0.049 | 0.075 | 0.042 |
| 2016 | 0.037 | 0.004 | 0.111 | -0.017 |
| 2015 | -0.008 | -0.001 | -0.209 | 0.012 |
| 2014 | -0.054 | -0.063 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | -0.006 |
| 5 years | 0.043 |
| 10 years | 0.013 |