Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.067 | 0 | 37 |
| 1 month | 0.011 | 0 | 18 |
| 3 months | -0.032 | 0 | 43 |
| 1 year | -0.003 | 0 | 27 |
| 3 years | 0.083 | 0 | 23 |
| 5 years | 0.177 | 0 | 27 |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.137 | — |
| 2022 | 0.017 | — |
| 2021 | 0.334 | — |
| 2020 | 0.083 | — |
| 2019 | 0.078 | — |
| 2018 | -0.084 | — |
| 2017 | 0.299 | — |
| 2016 | 0.209 | — |
| 2015 | 0.058 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.062 | 0.106 | 0.003 | -0.005 |
| 2023 | -0.059 | 0.097 | 0.045 | 0.055 |
| 2022 | -0.018 | -0.049 | 0.179 | -0.077 |
| 2021 | 0.061 | 0.067 | 0.162 | 0.014 |
| 2020 | -0.281 | 0.182 | 0.078 | 0.182 |
| 2019 | 0.049 | 0.050 | -0.003 | -0.018 |
| 2018 | -0.104 | 0.046 | -0.062 | 0.042 |
| 2017 | 0.161 | 0.001 | 0.009 | 0.108 |
| 2016 | -0.015 | 0.133 | 0.128 | -0.039 |
| 2015 | 0.153 | -0.069 | -0.042 | 0.030 |
| 2014 | 0.096 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.083 |
| 5 years | 0.177 |
| 10 years | 0.109 |