Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.172 | 0 | 1 |
| 1 month | -0.010 | 0 | 18 |
| 3 months | 0.046 | 0 | 4 |
| 1 year | 0.043 | 0 | 11 |
| 3 years | 0.022 | 0 | 27 |
| 5 years | 0.081 | 0 | 2 |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.065 | — |
| 2023 | 0.070 | — |
| 2022 | -0.135 | — |
| 2021 | -0.169 | — |
| 2020 | 0.270 | — |
| 2019 | 0.248 | — |
| 2018 | -0.189 | — |
| 2017 | 0.210 | — |
| 2016 | 0.024 | — |
| 2015 | -0.225 | — |
| 2014 | -0.307 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.183 | — | — | — |
| 2024 | 0.013 | 0.147 | -0.019 | -0.180 |
| 2023 | 0.003 | -0.032 | -0.092 | 0.215 |
| 2022 | 0.096 | -0.272 | -0.172 | 0.311 |
| 2021 | -0.094 | 0.072 | -0.161 | 0.019 |
| 2020 | -0.310 | 0.302 | 0.228 | 0.151 |
| 2019 | 0.058 | 0.036 | 0.063 | 0.073 |
| 2018 | -0.132 | -0.063 | -0.066 | 0.068 |
| 2017 | 0.186 | -0.079 | 0.008 | 0.099 |
| 2016 | 0.180 | 0.060 | 0.042 | -0.215 |
| 2015 | 0.064 | -0.229 | -0.114 | 0.065 |
| 2014 | -0.002 | 0.013 | -0.176 | -0.169 |
| 2013 | -0.316 | 0.118 | -0.059 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.022 |
| 5 years | 0.081 |
| 10 years | 0.008 |