Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 63 |
| 1 month | 0.013 | 0 | 37 |
| 3 months | 0.119 | 0 | 51 |
| 1 year | -0.011 | 0 | 90 |
| 3 years | 0.033 | 0 | 92 |
| 5 years | 0.080 | 0 | 53 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.043 | — |
| 2023 | 0.103 | — |
| 2022 | -0.153 | — |
| 2021 | 0.211 | — |
| 2020 | 0.451 | — |
| 2019 | 0.167 | — |
| 2018 | -0.152 | — |
| 2017 | 0.301 | — |
| 2016 | -0.016 | — |
| 2015 | -0.115 | — |
| 2014 | 0.106 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | 0.106 | — | — |
| 2024 | -0.016 | 0.043 | 0.055 | -0.117 |
| 2023 | 0.047 | 0.014 | 0.005 | 0.034 |
| 2022 | -0.112 | -0.050 | -0.092 | 0.106 |
| 2021 | -0.004 | 0.165 | 0.019 | 0.024 |
| 2020 | -0.185 | 0.337 | 0.074 | 0.240 |
| 2019 | 0.092 | 0.024 | 0.001 | 0.042 |
| 2018 | 0.025 | -0.009 | -0.092 | -0.081 |
| 2017 | 0.102 | 0.036 | 0.055 | 0.080 |
| 2016 | -0.018 | 0.003 | 0.085 | -0.080 |
| 2015 | 0.014 | 0.024 | -0.183 | 0.043 |
| 2014 | 0.036 | 0.067 | 0.015 | -0.015 |
| 2013 | -0.013 | 0.078 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | 0.015 |
| 5 years | 0.069 |
| 10 years | 0.061 |