Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 87 |
| 1 month | -0.025 | 0 | 92 |
| 3 months | 0.064 | 0 | 89 |
| 1 year | -0.076 | 0 | 86 |
| 3 years | -0.031 | 0 | 88 |
| 5 years | 0.000 | 0 | 98 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | -0.018 | — |
| 2022 | -0.340 | — |
| 2021 | 0.143 | — |
| 2020 | 0.071 | — |
| 2019 | 0.293 | — |
| 2018 | -0.176 | — |
| 2017 | 0.378 | — |
| 2016 | 0.113 | — |
| 2015 | 0.207 | — |
| 2014 | -0.007 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.095 | 0.127 | — | — |
| 2024 | 0.002 | 0.080 | 0.010 | -0.023 |
| 2023 | -0.038 | -0.015 | -0.041 | 0.081 |
| 2022 | -0.167 | -0.150 | -0.133 | 0.074 |
| 2021 | 0.034 | 0.078 | 0.039 | -0.014 |
| 2020 | -0.293 | 0.201 | 0.085 | 0.164 |
| 2019 | 0.099 | 0.032 | -0.015 | 0.157 |
| 2018 | -0.054 | 0.080 | 0.003 | -0.196 |
| 2017 | 0.118 | 0.072 | 0.082 | 0.063 |
| 2016 | -0.023 | -0.066 | 0.183 | 0.032 |
| 2015 | 0.047 | 0.066 | 0.023 | 0.057 |
| 2014 | 0.048 | -0.074 | 0.012 | 0.012 |
| 2013 | 0.028 | 0.097 | 0.102 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.113 |
| 3 years | -0.044 |
| 5 years | -0.008 |
| 10 years | 0.033 |