Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.115 | 0 | 17 |
| 1 month | -0.034 | 0 | 53 |
| 3 months | 0.104 | 0 | 18 |
| 1 year | 0.284 | 0 | 25 |
| 3 years | 0.033 | 0 | 34 |
| 5 years | 0.007 | 0 | 40 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | -0.122 | — |
| 2022 | -0.147 | — |
| 2021 | -0.160 | — |
| 2020 | 0.098 | — |
| 2019 | 0.155 | — |
| 2018 | -0.141 | — |
| 2017 | 0.419 | — |
| 2016 | 0.033 | — |
| 2015 | -0.066 | — |
| 2014 | 0.045 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.155 | — | — | — |
| 2024 | -0.033 | 0.068 | 0.229 | -0.063 |
| 2023 | 0.033 | -0.072 | -0.040 | -0.045 |
| 2022 | -0.062 | 0.010 | -0.222 | 0.158 |
| 2021 | 0.038 | 0.023 | -0.149 | -0.071 |
| 2020 | -0.158 | 0.090 | 0.039 | 0.151 |
| 2019 | 0.146 | -0.015 | -0.069 | 0.099 |
| 2018 | 0.004 | -0.033 | -0.036 | -0.082 |
| 2017 | 0.111 | 0.080 | 0.096 | 0.078 |
| 2016 | -0.047 | 0.010 | 0.124 | -0.046 |
| 2015 | 0.054 | 0.060 | -0.204 | 0.050 |
| 2014 | -0.049 | 0.052 | 0.003 | 0.041 |
| 2013 | 0.018 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.245 |
| 3 years | 0.023 |
| 5 years | 0.001 |
| 10 years | 0.000 |