Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 89 |
| 1 month | 0.008 | 0 | 10 |
| 3 months | -0.045 | 0 | 85 |
| 1 year | 0.033 | 0 | 63 |
| 3 years | 0.025 | 0 | 91 |
| 5 years | 0.065 | 0 | 92 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.133 | — |
| 2022 | -0.230 | — |
| 2021 | 0.267 | — |
| 2020 | 0.038 | — |
| 2019 | 0.324 | — |
| 2018 | -0.109 | — |
| 2017 | 0.092 | — |
| 2016 | 0.008 | — |
| 2015 | 0.112 | — |
| 2014 | 0.080 | — |
| 2013 | 0.157 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.056 | -0.008 | 0.042 | -0.024 |
| 2023 | 0.097 | 0.008 | -0.055 | 0.085 |
| 2022 | -0.095 | -0.155 | -0.044 | 0.053 |
| 2021 | 0.085 | 0.073 | -0.003 | 0.091 |
| 2020 | -0.184 | 0.144 | 0.053 | 0.056 |
| 2019 | 0.127 | 0.040 | 0.033 | 0.093 |
| 2018 | -0.057 | 0.040 | 0.052 | -0.136 |
| 2017 | 0.059 | 0.008 | 0.007 | 0.017 |
| 2016 | -0.041 | -0.028 | 0.067 | 0.013 |
| 2015 | 0.154 | -0.043 | -0.085 | 0.101 |
| 2014 | 0.031 | 0.015 | 0.002 | 0.030 |
| 2013 | 0.022 | -0.003 | 0.064 | 0.067 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.008 |
| 5 years | 0.055 |
| 10 years | 0.041 |