Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 84 |
| 1 month | -0.047 | 0 | 67 |
| 3 months | -0.032 | 0 | 86 |
| 1 year | -0.041 | 0 | 84 |
| 3 years | -0.040 | 0 | 58 |
| 5 years | 0.121 | 0 | 59 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.001 | — |
| 2023 | -0.029 | — |
| 2022 | 0.127 | — |
| 2021 | 0.250 | — |
| 2020 | 0.020 | — |
| 2019 | 0.086 | — |
| 2018 | -0.102 | — |
| 2017 | 0.033 | — |
| 2016 | 0.098 | — |
| 2015 | -0.219 | — |
| 2014 | -0.183 | — |
| 2013 | -0.163 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.055 | — | — | — |
| 2024 | 0.028 | 0.009 | 0.007 | -0.042 |
| 2023 | -0.006 | -0.047 | 0.051 | -0.025 |
| 2022 | 0.208 | -0.050 | -0.078 | 0.065 |
| 2021 | 0.066 | 0.129 | 0.014 | 0.024 |
| 2020 | -0.202 | 0.068 | 0.090 | 0.099 |
| 2019 | 0.038 | 0.012 | -0.024 | 0.060 |
| 2018 | -0.015 | -0.001 | -0.020 | -0.069 |
| 2017 | 0.002 | -0.030 | 0.018 | 0.044 |
| 2016 | 0.032 | 0.122 | -0.031 | -0.021 |
| 2015 | -0.058 | 0.031 | -0.126 | -0.080 |
| 2014 | 0.046 | -0.025 | -0.144 | -0.064 |
| 2013 | -0.047 | -0.104 | 0.029 | -0.048 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | -0.040 |
| 5 years | 0.121 |
| 10 years | 0.022 |