Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 73 |
| 1 month | -0.029 | 0 | 98 |
| 3 months | -0.066 | 0 | 11 |
| 1 year | 0.063 | 0 | 23 |
| 3 years | -0.011 | 0 | 93 |
| 5 years | 0.073 | 0 | 80 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | -0.017 | — |
| 2022 | -0.038 | — |
| 2021 | 0.152 | — |
| 2020 | -0.001 | — |
| 2019 | 0.183 | — |
| 2018 | -0.081 | — |
| 2017 | 0.107 | — |
| 2016 | 0.110 | — |
| 2015 | -0.002 | — |
| 2014 | 0.089 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.011 | 0.014 | 0.098 | -0.012 |
| 2023 | -0.009 | -0.034 | -0.028 | 0.056 |
| 2022 | 0.041 | -0.085 | -0.041 | 0.054 |
| 2021 | 0.108 | 0.038 | -0.023 | 0.024 |
| 2020 | -0.276 | 0.186 | 0.012 | 0.149 |
| 2019 | 0.150 | 0.032 | -0.029 | 0.027 |
| 2018 | -0.047 | 0.075 | -0.011 | -0.093 |
| 2017 | 0.094 | -0.048 | 0.003 | 0.060 |
| 2016 | -0.039 | 0.033 | 0.082 | 0.033 |
| 2015 | 0.158 | -0.065 | -0.170 | 0.111 |
| 2014 | 0.011 | 0.037 | 0.008 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | -0.011 |
| 5 years | 0.073 |
| 10 years | 0.030 |