Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | 64 |
| 1 month | -0.033 | 0 | 22 |
| 3 months | -0.150 | 0 | 59 |
| 1 year | -0.002 | 0 | 74 |
| 3 years | 0.070 | 0 | 66 |
| 5 years | 0.114 | 0 | 68 |
| 10 years | 0.116 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.236 | — |
| 2023 | 0.173 | — |
| 2022 | -0.126 | — |
| 2021 | 0.247 | — |
| 2020 | 0.181 | — |
| 2019 | 0.260 | — |
| 2018 | -0.014 | — |
| 2017 | 0.099 | — |
| 2016 | 0.280 | — |
| 2015 | 0.093 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.090 | — | — | — |
| 2024 | 0.124 | 0.029 | -0.025 | 0.097 |
| 2023 | 0.045 | 0.040 | -0.001 | 0.081 |
| 2022 | -0.039 | -0.104 | 0.031 | -0.016 |
| 2021 | 0.040 | 0.080 | 0.019 | 0.090 |
| 2020 | -0.149 | 0.228 | 0.043 | 0.083 |
| 2019 | 0.122 | 0.071 | 0.035 | 0.014 |
| 2018 | -0.044 | 0.099 | 0.084 | -0.135 |
| 2017 | 0.064 | -0.005 | -0.005 | 0.043 |
| 2016 | 0.012 | 0.104 | 0.075 | 0.066 |
| 2015 | 0.084 | -0.054 | -0.030 | 0.099 |
| 2014 | 0.046 | 0.108 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.070 |
| 5 years | 0.114 |
| 10 years | 0.116 |