Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 80 |
| 1 month | -0.012 | 0 | 87 |
| 3 months | -0.007 | 0 | 50 |
| 1 year | 0.048 | 0 | 66 |
| 3 years | 0.091 | 0 | 50 |
| 5 years | 0.090 | 0 | 83 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.200 | — |
| 2022 | -0.165 | — |
| 2021 | 0.178 | — |
| 2020 | -0.116 | — |
| 2019 | 0.121 | — |
| 2018 | -0.168 | — |
| 2017 | 0.138 | — |
| 2016 | -0.047 | — |
| 2015 | 0.133 | — |
| 2014 | 0.019 | — |
| 2013 | 0.198 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.051 | — | — | — |
| 2024 | 0.074 | -0.001 | 0.011 | -0.005 |
| 2023 | 0.124 | 0.036 | -0.041 | 0.076 |
| 2022 | -0.111 | -0.108 | -0.063 | 0.124 |
| 2021 | 0.096 | 0.043 | -0.017 | 0.049 |
| 2020 | -0.285 | 0.141 | 0.013 | 0.070 |
| 2019 | 0.084 | 0.023 | 0.004 | 0.007 |
| 2018 | -0.034 | -0.015 | 0.010 | -0.135 |
| 2017 | 0.075 | 0.036 | 0.070 | -0.045 |
| 2016 | -0.123 | -0.090 | 0.091 | 0.096 |
| 2015 | 0.175 | -0.007 | -0.076 | 0.050 |
| 2014 | 0.052 | -0.005 | -0.010 | -0.017 |
| 2013 | 0.002 | 0.012 | 0.088 | 0.087 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.084 |
| 5 years | 0.085 |
| 10 years | 0.012 |