Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | 92 |
| 1 month | -0.002 | 0 | 34 |
| 3 months | -0.101 | 0 | 85 |
| 1 year | 0.024 | 0 | 92 |
| 3 years | 0.082 | 0 | 79 |
| 5 years | 0.129 | 0 | 67 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | 0.249 | — |
| 2022 | -0.190 | — |
| 2021 | 0.254 | — |
| 2020 | 0.207 | — |
| 2019 | 0.303 | — |
| 2018 | -0.055 | — |
| 2017 | 0.169 | — |
| 2016 | 0.099 | — |
| 2015 | -0.119 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | — | — | — |
| 2024 | 0.095 | 0.028 | 0.031 | 0.005 |
| 2023 | 0.077 | 0.073 | -0.024 | 0.108 |
| 2022 | -0.060 | -0.153 | -0.045 | 0.065 |
| 2021 | 0.062 | 0.087 | -0.012 | 0.099 |
| 2020 | -0.204 | 0.229 | 0.097 | 0.125 |
| 2019 | 0.131 | 0.057 | 0.011 | 0.078 |
| 2018 | 0.003 | 0.031 | 0.079 | -0.153 |
| 2017 | 0.072 | 0.034 | 0.022 | 0.031 |
| 2016 | -0.036 | 0.004 | 0.079 | 0.052 |
| 2015 | 0.018 | -0.042 | -0.101 | 0.005 |
| 2014 | 0.014 | 0.058 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.071 |
| 5 years | 0.122 |
| 10 years | 0.083 |