Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | — |
| 1 month | -0.044 | 0 | — |
| 3 months | -0.116 | 0 | — |
| 1 year | -0.007 | 0 | — |
| 3 years | 0.062 | 0 | — |
| 5 years | 0.137 | 0 | — |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.150 | — |
| 2022 | -0.069 | — |
| 2021 | 0.352 | — |
| 2020 | 0.115 | — |
| 2019 | 0.360 | — |
| 2018 | -0.033 | — |
| 2017 | 0.100 | — |
| 2016 | 0.014 | — |
| 2015 | 0.013 | — |
| 2014 | 0.084 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.104 | -0.008 | 0.017 | 0.045 |
| 2023 | 0.041 | 0.051 | -0.011 | 0.063 |
| 2022 | -0.031 | -0.104 | 0.020 | 0.052 |
| 2021 | 0.114 | 0.069 | 0.014 | 0.120 |
| 2020 | -0.183 | 0.176 | 0.061 | 0.094 |
| 2019 | 0.176 | 0.036 | 0.040 | 0.074 |
| 2018 | -0.009 | 0.091 | 0.043 | -0.143 |
| 2017 | 0.061 | -0.005 | 0.006 | 0.036 |
| 2016 | -0.070 | -0.007 | 0.031 | 0.065 |
| 2015 | 0.126 | -0.025 | -0.126 | 0.056 |
| 2014 | 0.021 | 0.034 | 0.034 | -0.007 |
| 2013 | 0.053 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.052 |
| 5 years | 0.130 |
| 10 years | 0.082 |