Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.154 | 0 | 94 |
| 1 month | -0.033 | 0 | 54 |
| 3 months | -0.184 | 0 | 94 |
| 1 year | -0.054 | 0 | 88 |
| 3 years | 0.023 | 0 | 75 |
| 5 years | 0.050 | 0 | 90 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.199 | — |
| 2023 | 0.243 | — |
| 2022 | -0.285 | — |
| 2021 | 0.201 | — |
| 2020 | 0.135 | — |
| 2019 | 0.328 | — |
| 2018 | 0.001 | — |
| 2017 | 0.062 | — |
| 2016 | 0.089 | — |
| 2015 | 0.112 | — |
| 2014 | 0.152 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.125 | — | — | — |
| 2024 | 0.128 | 0.018 | -0.037 | 0.084 |
| 2023 | 0.124 | 0.056 | -0.052 | 0.104 |
| 2022 | -0.101 | -0.156 | -0.052 | -0.006 |
| 2021 | 0.090 | 0.083 | -0.029 | 0.048 |
| 2020 | -0.124 | 0.135 | 0.042 | 0.095 |
| 2019 | 0.138 | 0.044 | 0.056 | 0.059 |
| 2018 | -0.054 | 0.075 | 0.072 | -0.082 |
| 2017 | 0.048 | -0.009 | -0.015 | 0.037 |
| 2016 | -0.032 | 0.031 | 0.053 | 0.037 |
| 2015 | 0.134 | -0.036 | -0.072 | 0.096 |
| 2014 | 0.014 | 0.031 | 0.045 | 0.055 |
| 2013 | -0.020 | 0.012 | 0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.059 |
| 3 years | 0.021 |
| 5 years | 0.049 |
| 10 years | 0.064 |