Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.111 | 0 | — |
| 1 month | -0.013 | 0 | — |
| 3 months | -0.163 | 0 | — |
| 1 year | -0.050 | 0 | — |
| 3 years | 0.020 | 0 | — |
| 5 years | 0.043 | 0 | — |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.198 | — |
| 2022 | -0.289 | — |
| 2021 | 0.094 | — |
| 2020 | 0.249 | — |
| 2019 | 0.225 | — |
| 2018 | -0.082 | — |
| 2017 | 0.205 | — |
| 2016 | -0.014 | — |
| 2015 | 0.063 | — |
| 2014 | 0.093 | — |
| 2013 | 0.237 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | — | — | — |
| 2024 | 0.095 | 0.015 | -0.017 | 0.030 |
| 2023 | 0.143 | 0.045 | -0.075 | 0.084 |
| 2022 | -0.117 | -0.191 | -0.037 | 0.034 |
| 2021 | 0.024 | 0.070 | -0.049 | 0.050 |
| 2020 | -0.127 | 0.163 | 0.120 | 0.098 |
| 2019 | 0.132 | 0.047 | -0.003 | 0.037 |
| 2018 | -0.007 | 0.062 | 0.001 | -0.130 |
| 2017 | 0.083 | 0.045 | 0.007 | 0.057 |
| 2016 | -0.006 | -0.001 | 0.031 | -0.036 |
| 2015 | 0.067 | -0.010 | -0.060 | 0.071 |
| 2014 | -0.011 | 0.038 | -0.002 | 0.066 |
| 2013 | 0.108 | 0.004 | 0.035 | 0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.050 |
| 3 years | 0.020 |
| 5 years | 0.043 |
| 10 years | 0.046 |