Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | 64 |
| 1 month | -0.094 | 0 | 66 |
| 3 months | -0.085 | 0 | 64 |
| 1 year | -0.062 | 0 | 90 |
| 3 years | 0.025 | 0 | 69 |
| 5 years | 0.129 | 0 | 31 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.151 | — |
| 2022 | -0.182 | — |
| 2021 | 0.372 | — |
| 2020 | 0.094 | — |
| 2019 | 0.352 | — |
| 2018 | -0.041 | — |
| 2017 | 0.055 | — |
| 2016 | 0.170 | — |
| 2015 | 0.041 | — |
| 2014 | 0.099 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | — | — | — |
| 2024 | 0.125 | 0.014 | -0.012 | 0.023 |
| 2023 | 0.046 | 0.042 | -0.016 | 0.073 |
| 2022 | -0.076 | -0.112 | -0.050 | 0.050 |
| 2021 | 0.108 | 0.086 | 0.025 | 0.113 |
| 2020 | -0.187 | 0.158 | 0.065 | 0.092 |
| 2019 | 0.143 | 0.046 | 0.050 | 0.077 |
| 2018 | -0.033 | 0.052 | 0.066 | -0.116 |
| 2017 | 0.015 | -0.031 | 0.025 | 0.046 |
| 2016 | -0.018 | 0.003 | 0.059 | 0.121 |
| 2015 | 0.138 | -0.032 | -0.133 | 0.089 |
| 2014 | 0.002 | 0.063 | 0.043 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | 0.025 |
| 5 years | 0.129 |
| 10 years | 0.081 |