Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.004 | 0 | — |
| 1 year | -0.042 | 0 | — |
| 3 years | -0.011 | 0 | — |
| 5 years | 0.144 | 0 | — |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.075 | — |
| 2023 | 0.007 | — |
| 2022 | 0.130 | — |
| 2021 | 0.188 | — |
| 2020 | 0.355 | — |
| 2019 | 0.222 | — |
| 2018 | -0.089 | — |
| 2017 | 0.218 | — |
| 2016 | 0.506 | — |
| 2015 | -0.356 | — |
| 2014 | -0.207 | — |
| 2013 | -0.137 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | -0.036 | 0.026 | 0.103 | -0.152 |
| 2023 | 0.021 | -0.050 | -0.026 | 0.065 |
| 2022 | 0.246 | -0.251 | -0.029 | 0.246 |
| 2021 | 0.087 | 0.093 | -0.111 | 0.126 |
| 2020 | -0.252 | 0.356 | 0.093 | 0.222 |
| 2019 | 0.125 | 0.018 | -0.060 | 0.135 |
| 2018 | -0.044 | 0.080 | 0.006 | -0.122 |
| 2017 | 0.005 | -0.037 | 0.154 | 0.090 |
| 2016 | 0.190 | 0.167 | 0.058 | 0.025 |
| 2015 | -0.081 | -0.004 | -0.272 | -0.033 |
| 2014 | -0.039 | 0.034 | -0.084 | -0.129 |
| 2013 | -0.156 | -0.151 | 0.239 | -0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | -0.011 |
| 5 years | 0.144 |
| 10 years | 0.088 |