Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 46 |
| 1 month | -0.021 | 0 | 41 |
| 3 months | -0.069 | 0 | 51 |
| 1 year | 0.039 | 0 | 19 |
| 3 years | 0.052 | 0 | 4 |
| 5 years | 0.092 | 0 | 7 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.052 | — |
| 2022 | -0.049 | — |
| 2021 | 0.046 | — |
| 2020 | 0.216 | — |
| 2019 | 0.129 | — |
| 2018 | -0.129 | — |
| 2017 | 0.381 | — |
| 2016 | 0.316 | — |
| 2015 | -0.033 | — |
| 2014 | 0.133 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.065 | 0.052 | 0.045 | 0.014 |
| 2023 | 0.011 | -0.015 | 0.013 | 0.043 |
| 2022 | -0.010 | -0.048 | -0.037 | 0.048 |
| 2021 | 0.066 | 0.027 | -0.049 | 0.004 |
| 2020 | -0.149 | 0.203 | 0.060 | 0.120 |
| 2019 | 0.091 | 0.022 | -0.009 | 0.021 |
| 2018 | -0.030 | 0.019 | -0.027 | -0.095 |
| 2017 | 0.154 | 0.051 | 0.071 | 0.064 |
| 2016 | 0.063 | 0.061 | 0.173 | -0.005 |
| 2015 | 0.101 | -0.072 | -0.131 | 0.089 |
| 2014 | 0.022 | 0.030 | 0.020 | 0.055 |
| 2013 | -0.070 | 0.019 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.037 |
| 5 years | 0.083 |
| 10 years | 0.078 |