Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 90 |
| 1 month | -0.029 | 0 | 76 |
| 3 months | -0.069 | 0 | 87 |
| 1 year | 0.015 | 0 | 45 |
| 3 years | 0.051 | 0 | 9 |
| 5 years | 0.093 | 0 | 6 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.149 | — |
| 2022 | -0.102 | — |
| 2021 | 0.079 | — |
| 2020 | 0.100 | — |
| 2019 | 0.098 | — |
| 2018 | -0.138 | — |
| 2017 | 0.280 | — |
| 2016 | 0.349 | — |
| 2015 | -0.117 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.069 | 0.059 | 0.014 | 0.018 |
| 2023 | 0.045 | 0.014 | 0.047 | 0.036 |
| 2022 | 0.000 | -0.094 | -0.042 | 0.033 |
| 2021 | 0.066 | 0.060 | -0.052 | 0.007 |
| 2020 | -0.184 | 0.170 | 0.036 | 0.112 |
| 2019 | 0.065 | 0.023 | -0.018 | 0.027 |
| 2018 | -0.021 | -0.059 | 0.003 | -0.067 |
| 2017 | 0.126 | 0.017 | 0.051 | 0.063 |
| 2016 | 0.080 | 0.075 | 0.133 | 0.026 |
| 2015 | 0.068 | -0.050 | -0.151 | 0.025 |
| 2014 | 0.026 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.033 |
| 5 years | 0.081 |
| 10 years | 0.053 |