Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 87 |
| 1 month | -0.025 | 0 | 95 |
| 3 months | -0.065 | 0 | 89 |
| 1 year | -0.007 | 0 | 30 |
| 3 years | 0.180 | 0 | 5 |
| 5 years | 0.205 | 0 | 3 |
| 10 years | 0.095 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.261 | — |
| 2023 | 0.350 | — |
| 2022 | 0.031 | — |
| 2021 | 0.199 | — |
| 2020 | 0.088 | — |
| 2019 | 0.215 | — |
| 2018 | -0.262 | — |
| 2017 | 0.289 | — |
| 2016 | 0.040 | — |
| 2015 | 0.069 | — |
| 2014 | 0.001 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.200 | 0.040 | -0.056 | 0.070 |
| 2023 | 0.092 | 0.163 | 0.050 | 0.012 |
| 2022 | 0.025 | -0.030 | -0.043 | 0.084 |
| 2021 | 0.162 | -0.012 | 0.034 | 0.010 |
| 2020 | -0.209 | 0.110 | 0.077 | 0.151 |
| 2019 | 0.068 | -0.011 | 0.050 | 0.095 |
| 2018 | -0.085 | -0.031 | 0.054 | -0.210 |
| 2017 | 0.018 | 0.079 | 0.057 | 0.110 |
| 2016 | -0.156 | -0.102 | 0.138 | 0.207 |
| 2015 | 0.067 | 0.095 | -0.153 | 0.079 |
| 2014 | -0.090 | 0.052 | -0.007 | 0.054 |
| 2013 | 0.059 | 0.109 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.056 |
| 3 years | 0.160 |
| 5 years | 0.193 |
| 10 years | 0.089 |