Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 67 |
| 1 month | -0.051 | 0 | 88 |
| 3 months | -0.128 | 0 | 64 |
| 1 year | -0.075 | 0 | 99 |
| 3 years | -0.010 | 0 | 99 |
| 5 years | 0.067 | 0 | 90 |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.155 | — |
| 2022 | -0.146 | — |
| 2021 | 0.307 | — |
| 2020 | 0.079 | — |
| 2019 | 0.282 | — |
| 2018 | -0.003 | — |
| 2017 | 0.076 | — |
| 2016 | 0.119 | — |
| 2015 | 0.094 | — |
| 2014 | 0.133 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | — | — | — |
| 2024 | 0.027 | -0.010 | 0.005 | 0.000 |
| 2023 | 0.069 | 0.044 | -0.027 | 0.063 |
| 2022 | -0.050 | -0.107 | -0.027 | 0.034 |
| 2021 | 0.094 | 0.075 | 0.000 | 0.112 |
| 2020 | -0.149 | 0.114 | 0.047 | 0.087 |
| 2019 | 0.150 | 0.021 | 0.048 | 0.042 |
| 2018 | -0.061 | 0.096 | 0.059 | -0.086 |
| 2017 | 0.045 | -0.028 | 0.012 | 0.046 |
| 2016 | -0.019 | 0.010 | 0.048 | 0.077 |
| 2015 | 0.117 | -0.044 | -0.079 | 0.112 |
| 2014 | -0.001 | 0.044 | 0.042 | 0.043 |
| 2013 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.089 |
| 3 years | -0.010 |
| 5 years | 0.067 |
| 10 years | 0.069 |