Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | 62 |
| 1 month | -0.014 | 0 | 49 |
| 3 months | -0.063 | 0 | 74 |
| 1 year | -0.011 | 0 | 36 |
| 3 years | 0.044 | 0 | 70 |
| 5 years | 0.115 | 0 | 95 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.240 | — |
| 2023 | 0.142 | — |
| 2022 | -0.137 | — |
| 2021 | 0.280 | — |
| 2020 | 0.051 | — |
| 2019 | 0.076 | — |
| 2018 | 0.003 | — |
| 2017 | 0.189 | — |
| 2016 | 0.018 | — |
| 2015 | 0.078 | — |
| 2014 | 0.532 | — |
| 2013 | -0.038 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.101 | — | — | — |
| 2024 | 0.055 | 0.152 | 0.011 | 0.009 |
| 2023 | -0.044 | 0.100 | 0.023 | 0.062 |
| 2022 | -0.053 | -0.090 | 0.104 | -0.093 |
| 2021 | 0.084 | 0.033 | 0.140 | 0.003 |
| 2020 | -0.237 | 0.116 | 0.040 | 0.186 |
| 2019 | 0.040 | 0.010 | 0.031 | -0.007 |
| 2018 | -0.071 | 0.084 | -0.046 | 0.044 |
| 2017 | 0.157 | 0.000 | -0.032 | 0.062 |
| 2016 | -0.046 | 0.087 | 0.026 | -0.043 |
| 2015 | 0.200 | -0.068 | -0.068 | 0.034 |
| 2014 | 0.097 | 0.119 | 0.153 | 0.082 |
| 2013 | 0.050 | -0.089 | -0.050 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.044 |
| 5 years | 0.115 |
| 10 years | 0.065 |