Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 15 |
| 1 month | 0.029 | 0 | 14 |
| 3 months | 0.089 | 0 | 4 |
| 1 year | 0.001 | 0 | 21 |
| 3 years | -0.065 | 0 | 81 |
| 5 years | 0.074 | 0 | 31 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.121 | — |
| 2023 | -0.059 | — |
| 2022 | -0.148 | — |
| 2021 | 0.294 | — |
| 2020 | 0.098 | — |
| 2019 | 0.127 | — |
| 2018 | -0.246 | — |
| 2017 | 0.193 | — |
| 2016 | 0.201 | — |
| 2015 | 0.303 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | -0.041 | -0.080 | 0.022 | -0.025 |
| 2023 | 0.008 | 0.005 | -0.107 | 0.041 |
| 2022 | -0.049 | -0.093 | -0.088 | 0.083 |
| 2021 | 0.127 | 0.011 | 0.075 | 0.057 |
| 2020 | -0.296 | 0.241 | 0.061 | 0.185 |
| 2019 | 0.077 | 0.055 | -0.066 | 0.062 |
| 2018 | 0.010 | 0.015 | -0.078 | -0.202 |
| 2017 | 0.059 | 0.127 | 0.006 | -0.006 |
| 2016 | -0.023 | 0.030 | 0.117 | 0.068 |
| 2015 | 0.148 | 0.028 | -0.005 | 0.109 |
| 2014 | 0.016 | -0.062 | -0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | -0.071 |
| 5 years | 0.070 |
| 10 years | 0.036 |