Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 99 |
| 1 month | -0.037 | 0 | 96 |
| 3 months | -0.066 | 0 | 96 |
| 1 year | 0.040 | 0 | 96 |
| 3 years | 0.055 | 0 | 36 |
| 5 years | 0.064 | 0 | 30 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.133 | — |
| 2022 | -0.105 | — |
| 2021 | 0.136 | — |
| 2020 | 0.035 | — |
| 2019 | 0.198 | — |
| 2018 | -0.107 | — |
| 2017 | 0.090 | — |
| 2016 | 0.090 | — |
| 2015 | 0.053 | — |
| 2014 | 0.127 | — |
| 2013 | 0.198 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.047 | 0.007 | 0.050 | 0.004 |
| 2023 | 0.058 | 0.009 | -0.027 | 0.091 |
| 2022 | -0.043 | -0.100 | -0.017 | 0.056 |
| 2021 | 0.032 | 0.049 | 0.005 | 0.044 |
| 2020 | -0.136 | 0.106 | 0.017 | 0.065 |
| 2019 | 0.102 | 0.026 | 0.010 | 0.050 |
| 2018 | -0.016 | -0.001 | 0.016 | -0.105 |
| 2017 | 0.029 | 0.013 | 0.020 | 0.025 |
| 2016 | -0.005 | 0.020 | 0.042 | 0.031 |
| 2015 | 0.057 | -0.007 | -0.024 | 0.028 |
| 2014 | 0.043 | -0.005 | 0.034 | 0.050 |
| 2013 | 0.063 | 0.022 | 0.016 | 0.086 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.055 |
| 5 years | 0.064 |
| 10 years | 0.050 |