Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 12 |
| 1 month | 0.025 | 0 | 38 |
| 3 months | -0.022 | 0 | 15 |
| 1 year | 0.009 | 0 | 15 |
| 3 years | 0.023 | 0 | 7 |
| 5 years | 0.085 | 0 | 13 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.103 | — |
| 2022 | -0.202 | — |
| 2021 | 0.209 | — |
| 2020 | -0.012 | — |
| 2019 | 0.392 | — |
| 2018 | -0.174 | — |
| 2017 | 0.248 | — |
| 2016 | -0.016 | — |
| 2015 | 0.236 | — |
| 2014 | 0.112 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | 0.005 | 0.043 | 0.023 | -0.003 |
| 2023 | 0.025 | -0.024 | 0.020 | 0.081 |
| 2022 | -0.120 | -0.137 | -0.092 | 0.159 |
| 2021 | 0.128 | 0.086 | -0.004 | -0.010 |
| 2020 | -0.346 | 0.118 | 0.060 | 0.275 |
| 2019 | 0.089 | 0.063 | 0.034 | 0.164 |
| 2018 | -0.055 | 0.078 | -0.029 | -0.165 |
| 2017 | 0.089 | 0.074 | 0.030 | 0.037 |
| 2016 | -0.024 | -0.125 | 0.123 | 0.025 |
| 2015 | 0.043 | 0.111 | 0.030 | 0.036 |
| 2014 | 0.051 | 0.007 | 0.016 | 0.033 |
| 2013 | 0.006 | 0.124 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.023 |
| 5 years | 0.085 |
| 10 years | 0.059 |