Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.216 | 0 | 89 |
| 1 month | -0.073 | 0 | 85 |
| 3 months | -0.240 | 0 | 88 |
| 1 year | -0.118 | 0 | 84 |
| 3 years | -0.004 | 0 | 67 |
| 5 years | 0.137 | 0 | 5 |
| 10 years | 0.090 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.130 | — |
| 2022 | -0.072 | — |
| 2021 | 0.307 | — |
| 2020 | 0.218 | — |
| 2019 | 0.231 | — |
| 2018 | -0.161 | — |
| 2017 | 0.111 | — |
| 2016 | 0.549 | — |
| 2015 | -0.081 | — |
| 2014 | 0.046 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.155 | — | — | — |
| 2024 | 0.062 | -0.017 | -0.028 | 0.106 |
| 2023 | 0.037 | 0.038 | -0.011 | 0.062 |
| 2022 | -0.018 | -0.118 | 0.033 | 0.038 |
| 2021 | 0.233 | 0.043 | -0.032 | 0.051 |
| 2020 | -0.338 | 0.321 | 0.065 | 0.308 |
| 2019 | 0.120 | 0.038 | 0.039 | 0.019 |
| 2018 | -0.064 | 0.127 | 0.027 | -0.225 |
| 2017 | 0.027 | -0.015 | 0.066 | 0.031 |
| 2016 | 0.053 | 0.099 | 0.155 | 0.159 |
| 2015 | 0.066 | -0.055 | -0.128 | 0.045 |
| 2014 | 0.026 | -0.027 | -0.051 | 0.105 |
| 2013 | 0.028 | 0.075 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.118 |
| 3 years | -0.004 |
| 5 years | 0.137 |
| 10 years | 0.090 |