Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.100 | 0 | 23 |
| 1 month | -0.030 | 0 | 21 |
| 3 months | 0.088 | 0 | 23 |
| 1 year | 0.143 | 0 | 63 |
| 3 years | -0.017 | 0 | 50 |
| 5 years | -0.046 | 0 | 87 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | -0.140 | — |
| 2022 | -0.196 | — |
| 2021 | -0.249 | — |
| 2020 | 0.301 | — |
| 2019 | 0.435 | — |
| 2018 | -0.136 | — |
| 2017 | 0.619 | — |
| 2016 | -0.009 | — |
| 2015 | 0.176 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.134 | — | — | — |
| 2024 | -0.045 | 0.037 | 0.189 | -0.102 |
| 2023 | 0.015 | -0.084 | -0.054 | -0.022 |
| 2022 | -0.106 | 0.012 | -0.224 | 0.146 |
| 2021 | -0.024 | -0.023 | -0.180 | -0.039 |
| 2020 | -0.055 | 0.157 | 0.103 | 0.079 |
| 2019 | 0.251 | 0.028 | -0.018 | 0.137 |
| 2018 | 0.058 | -0.011 | -0.098 | -0.085 |
| 2017 | 0.149 | 0.112 | 0.154 | 0.098 |
| 2016 | -0.065 | -0.008 | 0.156 | -0.077 |
| 2015 | 0.090 | 0.158 | -0.203 | 0.168 |
| 2014 | -0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | -0.034 |
| 5 years | -0.056 |
| 10 years | 0.029 |