Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | — |
| 1 month | -0.002 | 0 | — |
| 3 months | -0.093 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0.138 | 0 | — |
| 5 years | 0.130 | 0 | — |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.200 | — |
| 2023 | 0.308 | — |
| 2022 | -0.183 | — |
| 2021 | 0.313 | — |
| 2020 | -0.071 | — |
| 2019 | 0.201 | — |
| 2018 | 0.015 | — |
| 2017 | 0.003 | — |
| 2016 | -0.009 | — |
| 2015 | 0.031 | — |
| 2014 | 0.121 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.117 | 0.057 | 0.021 | -0.004 |
| 2023 | 0.077 | 0.095 | -0.019 | 0.132 |
| 2022 | -0.089 | -0.160 | -0.034 | 0.105 |
| 2021 | 0.034 | 0.143 | 0.000 | 0.110 |
| 2020 | -0.232 | 0.088 | 0.019 | 0.091 |
| 2019 | 0.117 | -0.013 | 0.068 | 0.020 |
| 2018 | -0.027 | 0.096 | 0.025 | -0.072 |
| 2017 | -0.033 | 0.025 | 0.011 | 0.000 |
| 2016 | 0.026 | 0.059 | -0.038 | -0.052 |
| 2015 | 0.028 | -0.066 | 0.029 | 0.043 |
| 2014 | -0.006 | 0.067 | -0.029 | 0.089 |
| 2013 | 0.055 | 0.039 | -0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.138 |
| 5 years | 0.130 |
| 10 years | 0.063 |