Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 96 |
| 1 month | -0.042 | 0 | 93 |
| 3 months | -0.127 | 0 | 96 |
| 1 year | -0.005 | 0 | 84 |
| 3 years | 0.030 | 0 | 42 |
| 5 years | 0.083 | 0 | 9 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.101 | — |
| 2022 | -0.147 | — |
| 2021 | 0.257 | — |
| 2020 | 0.143 | — |
| 2019 | 0.260 | — |
| 2018 | -0.056 | — |
| 2017 | 0.064 | — |
| 2016 | 0.097 | — |
| 2015 | 0.001 | — |
| 2014 | 0.100 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | — | — | — |
| 2024 | 0.085 | 0.033 | 0.017 | 0.022 |
| 2023 | 0.028 | 0.028 | -0.027 | 0.071 |
| 2022 | -0.073 | -0.091 | -0.014 | 0.026 |
| 2021 | 0.066 | 0.076 | 0.021 | 0.074 |
| 2020 | -0.135 | 0.172 | 0.047 | 0.077 |
| 2019 | 0.127 | 0.019 | 0.032 | 0.063 |
| 2018 | -0.028 | 0.039 | 0.029 | -0.091 |
| 2017 | 0.040 | -0.007 | 0.010 | 0.020 |
| 2016 | -0.021 | 0.036 | 0.029 | 0.050 |
| 2015 | 0.089 | -0.017 | -0.100 | 0.039 |
| 2014 | 0.023 | 0.046 | 0.022 | 0.005 |
| 2013 | -0.015 | 0.028 | 0.038 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.030 |
| 5 years | 0.083 |
| 10 years | 0.059 |