Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 93 |
| 1 month | 0.011 | 0 | 56 |
| 3 months | -0.010 | 0 | 94 |
| 1 year | 0.047 | 0 | 79 |
| 3 years | 0.031 | 0 | 55 |
| 5 years | 0.048 | 0 | 65 |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.131 | — |
| 2023 | 0.110 | — |
| 2022 | -0.240 | — |
| 2021 | -0.068 | — |
| 2020 | 0.195 | — |
| 2019 | 0.098 | — |
| 2018 | -0.132 | — |
| 2017 | 0.256 | — |
| 2016 | 0.139 | — |
| 2015 | -0.198 | — |
| 2014 | -0.053 | — |
| 2013 | -0.036 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.073 | 0.065 | 0.046 | -0.054 |
| 2023 | 0.051 | 0.006 | -0.026 | 0.078 |
| 2022 | -0.080 | -0.132 | -0.118 | 0.080 |
| 2021 | 0.021 | 0.037 | -0.102 | -0.020 |
| 2020 | -0.227 | 0.184 | 0.106 | 0.180 |
| 2019 | 0.082 | -0.010 | -0.062 | 0.092 |
| 2018 | 0.002 | -0.088 | 0.016 | -0.064 |
| 2017 | 0.116 | 0.027 | 0.060 | 0.034 |
| 2016 | 0.060 | -0.001 | 0.106 | -0.027 |
| 2015 | -0.021 | 0.013 | -0.188 | -0.005 |
| 2014 | -0.002 | 0.080 | -0.056 | -0.069 |
| 2013 | -0.041 | -0.079 | 0.069 | 0.020 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.014 |
| 5 years | 0.037 |
| 10 years | 0.002 |