Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | 64 |
| 1 month | -0.031 | 0 | 81 |
| 3 months | -0.124 | 0 | 76 |
| 1 year | 0.010 | 0 | 42 |
| 3 years | 0.112 | 0 | 2 |
| 5 years | 0.163 | 0 | 7 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.207 | — |
| 2023 | 0.273 | — |
| 2022 | -0.042 | — |
| 2021 | 0.173 | — |
| 2020 | -0.099 | — |
| 2019 | 0.195 | — |
| 2018 | -0.059 | — |
| 2017 | 0.110 | — |
| 2016 | 0.168 | — |
| 2015 | 0.041 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.138 | 0.024 | -0.017 | 0.054 |
| 2023 | 0.057 | 0.089 | 0.042 | 0.061 |
| 2022 | -0.004 | -0.069 | 0.007 | 0.026 |
| 2021 | 0.144 | 0.018 | 0.018 | -0.011 |
| 2020 | -0.403 | 0.204 | -0.059 | 0.332 |
| 2019 | 0.076 | 0.078 | -0.010 | 0.040 |
| 2018 | -0.047 | 0.074 | 0.029 | -0.106 |
| 2017 | 0.043 | 0.001 | 0.004 | 0.059 |
| 2016 | -0.015 | 0.040 | 0.100 | 0.036 |
| 2015 | 0.067 | -0.021 | -0.061 | 0.062 |
| 2014 | 0 | 0.001 | 0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.112 |
| 5 years | 0.163 |
| 10 years | 0.074 |