Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | — |
| 1 month | -0.037 | 0 | — |
| 3 months | -0.020 | 0 | — |
| 1 year | 0.099 | 0 | — |
| 3 years | 0.005 | 0 | — |
| 5 years | 0.025 | 0 | — |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | -0.095 | — |
| 2022 | -0.204 | — |
| 2021 | -0.077 | — |
| 2020 | 0.586 | — |
| 2019 | 0.469 | — |
| 2018 | -0.168 | — |
| 2017 | 0.450 | — |
| 2016 | 0.012 | — |
| 2015 | -0.009 | — |
| 2014 | 0.097 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | -0.008 | 0.065 | 0.138 | -0.038 |
| 2023 | 0.060 | -0.082 | -0.070 | 0.001 |
| 2022 | -0.144 | -0.015 | -0.183 | 0.156 |
| 2021 | 0.024 | 0.089 | -0.143 | -0.033 |
| 2020 | -0.038 | 0.237 | 0.115 | 0.195 |
| 2019 | 0.216 | -0.005 | 0.046 | 0.163 |
| 2018 | 0.023 | 0.020 | -0.042 | -0.167 |
| 2017 | 0.082 | 0.110 | 0.109 | 0.089 |
| 2016 | -0.042 | 0.015 | 0.132 | -0.080 |
| 2015 | 0.037 | 0.080 | -0.168 | 0.064 |
| 2014 | -0.060 | 0.070 | 0.004 | 0.086 |
| 2013 | 0.072 | 0.142 | 0.040 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.005 |
| 5 years | 0.025 |
| 10 years | 0.061 |