Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.142 | 0 | 73 |
| 1 month | -0.025 | 0 | 74 |
| 3 months | -0.158 | 0 | 56 |
| 1 year | -0.127 | 0 | 72 |
| 3 years | 0.007 | 0 | 62 |
| 5 years | 0.057 | 0 | — |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.085 | — |
| 2022 | -0.079 | — |
| 2021 | 0.292 | — |
| 2020 | -0.046 | — |
| 2019 | 0.244 | — |
| 2018 | -0.105 | — |
| 2017 | 0.169 | — |
| 2016 | 0.134 | — |
| 2015 | 0.045 | — |
| 2014 | 0.338 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.120 | — | — | — |
| 2024 | 0.115 | -0.022 | 0.038 | -0.014 |
| 2023 | 0.055 | 0.072 | -0.082 | 0.045 |
| 2022 | -0.040 | -0.102 | 0.021 | 0.046 |
| 2021 | 0.143 | 0.038 | 0.029 | 0.059 |
| 2020 | -0.175 | 0.097 | 0.041 | 0.012 |
| 2019 | 0.152 | -0.011 | 0.050 | 0.040 |
| 2018 | -0.022 | 0.068 | 0.024 | -0.163 |
| 2017 | 0.052 | 0.002 | 0.027 | 0.079 |
| 2016 | -0.034 | 0.001 | 0.080 | 0.086 |
| 2015 | 0.154 | -0.042 | -0.100 | 0.049 |
| 2014 | 0.030 | 0.129 | 0.056 | 0.091 |
| 2013 | 0.038 | 0.078 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.127 |
| 3 years | 0.007 |
| 5 years | 0.057 |
| 10 years | 0.047 |