Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 38 |
| 1 month | -0.044 | 0 | 36 |
| 3 months | -0.020 | 0 | 38 |
| 1 year | 0.047 | 0 | 23 |
| 3 years | 0.020 | 0 | 72 |
| 5 years | 0.066 | 0 | 79 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.082 | — |
| 2022 | -0.193 | — |
| 2021 | 0.116 | — |
| 2020 | 0.050 | — |
| 2019 | 0.200 | — |
| 2018 | -0.111 | — |
| 2017 | 0.072 | — |
| 2016 | 0.069 | — |
| 2015 | 0.104 | — |
| 2014 | 0.131 | — |
| 2013 | 0.060 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.058 | 0.020 | 0.017 | 0.029 |
| 2023 | 0.030 | 0.008 | 0.009 | 0.033 |
| 2022 | -0.089 | -0.127 | -0.015 | 0.029 |
| 2021 | 0.014 | 0.064 | 0.002 | 0.033 |
| 2020 | -0.176 | 0.156 | 0.047 | 0.053 |
| 2019 | 0.107 | 0.019 | 0.022 | 0.041 |
| 2018 | -0.042 | 0.018 | 0.017 | -0.103 |
| 2017 | 0.042 | -0.002 | 0.006 | 0.025 |
| 2016 | -0.040 | 0.010 | 0.062 | 0.038 |
| 2015 | 0.146 | -0.021 | -0.089 | 0.079 |
| 2014 | 0.014 | 0.035 | 0.028 | 0.048 |
| 2013 | 0.054 | -0.059 | 0.035 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | -0.007 |
| 5 years | 0.049 |
| 10 years | 0.021 |