Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 93 |
| 1 month | -0.036 | 0 | 89 |
| 3 months | -0.101 | 0 | 91 |
| 1 year | -0.006 | 0 | 85 |
| 3 years | 0.025 | 0 | 51 |
| 5 years | 0.060 | 0 | 27 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.122 | — |
| 2022 | -0.132 | — |
| 2021 | 0.194 | — |
| 2020 | -0.080 | — |
| 2019 | 0.233 | — |
| 2018 | -0.132 | — |
| 2017 | 0.063 | — |
| 2016 | -0.006 | — |
| 2015 | 0.003 | — |
| 2014 | 0.106 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.071 | 0.013 | 0.004 | 0.049 |
| 2023 | 0.020 | 0.049 | -0.009 | 0.058 |
| 2022 | -0.040 | -0.088 | -0.016 | 0.008 |
| 2021 | 0.065 | 0.038 | 0.012 | 0.067 |
| 2020 | -0.207 | 0.067 | 0.028 | 0.058 |
| 2019 | 0.120 | 0.026 | 0.025 | 0.046 |
| 2018 | -0.060 | 0.044 | 0.028 | -0.140 |
| 2017 | 0.030 | -0.016 | 0.006 | 0.044 |
| 2016 | -0.050 | -0.044 | 0.022 | 0.071 |
| 2015 | 0.065 | -0.036 | -0.089 | 0.072 |
| 2014 | 0.009 | 0.019 | 0.029 | 0.045 |
| 2013 | 0.035 | 0.037 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.063 |
| 3 years | 0.005 |
| 5 years | 0.047 |
| 10 years | 0.013 |