Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 14 |
| 1 month | -0.014 | 0 | 83 |
| 3 months | -0.082 | 0 | 48 |
| 1 year | 0.054 | 0 | 81 |
| 3 years | 0.103 | 0 | 52 |
| 5 years | 0.098 | 0 | 93 |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.413 | — |
| 2022 | -0.396 | — |
| 2021 | 0.211 | — |
| 2020 | 0.113 | — |
| 2019 | 0.438 | — |
| 2018 | -0.082 | — |
| 2017 | 0.162 | — |
| 2016 | 0.113 | — |
| 2015 | -0.102 | — |
| 2014 | 0.127 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.119 | -0.031 | 0.082 | -0.004 |
| 2023 | 0.139 | 0.099 | -0.045 | 0.182 |
| 2022 | -0.146 | -0.292 | -0.077 | 0.082 |
| 2021 | 0.069 | 0.123 | -0.001 | 0.010 |
| 2020 | -0.283 | 0.241 | 0.067 | 0.172 |
| 2019 | 0.154 | 0.045 | 0.026 | 0.163 |
| 2018 | 0.029 | 0.022 | 0.050 | -0.169 |
| 2017 | 0.076 | 0.029 | 0.018 | 0.030 |
| 2016 | 0.042 | -0.032 | 0.056 | 0.045 |
| 2015 | -0.003 | -0.002 | -0.104 | 0.007 |
| 2014 | -0.011 | 0.054 | 0.012 | 0.068 |
| 2013 | 0.117 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.103 |
| 5 years | 0.098 |
| 10 years | 0.069 |