Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 61 |
| 1 month | 0.025 | 0 | 65 |
| 3 months | -0.010 | 0 | 79 |
| 1 year | 0.015 | 0 | 80 |
| 3 years | 0.126 | 0 | 79 |
| 5 years | 0.191 | 0 | 78 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.269 | — |
| 2022 | 0.048 | — |
| 2021 | 0.221 | — |
| 2020 | 0.064 | — |
| 2019 | 0.018 | — |
| 2018 | -0.100 | — |
| 2017 | 0.338 | — |
| 2016 | 0.000 | — |
| 2015 | -0.014 | — |
| 2014 | 0.388 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.078 | — | — | — |
| 2024 | 0.046 | 0.124 | 0.064 | -0.061 |
| 2023 | -0.076 | 0.118 | 0.107 | 0.110 |
| 2022 | 0.039 | -0.133 | 0.151 | 0.012 |
| 2021 | 0.046 | 0.092 | 0.090 | -0.019 |
| 2020 | -0.289 | 0.166 | 0.087 | 0.181 |
| 2019 | 0.047 | -0.003 | -0.058 | 0.035 |
| 2018 | -0.074 | -0.009 | -0.013 | -0.005 |
| 2017 | 0.142 | 0.050 | 0.032 | 0.082 |
| 2016 | -0.062 | 0.078 | 0.062 | -0.068 |
| 2015 | 0.057 | -0.007 | -0.059 | -0.001 |
| 2014 | 0.040 | 0.187 | 0.053 | 0.068 |
| 2013 | -0.002 | -0.006 | 0.147 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.126 |
| 5 years | 0.191 |
| 10 years | 0.088 |