Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 22 |
| 1 month | 0.014 | 0 | 16 |
| 3 months | -0.024 | 0 | 22 |
| 1 year | 0.092 | 0 | 6 |
| 3 years | 0.009 | 0 | 23 |
| 5 years | 0.064 | 0 | 21 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.037 | — |
| 2022 | -0.235 | — |
| 2021 | 0.226 | — |
| 2020 | 0.107 | — |
| 2019 | 0.304 | — |
| 2018 | -0.146 | — |
| 2017 | 0.299 | — |
| 2016 | 0.093 | — |
| 2015 | 0.118 | — |
| 2014 | 0.109 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.055 | 0.001 | 0.062 | -0.032 |
| 2023 | 0.082 | 0.002 | -0.055 | 0.012 |
| 2022 | -0.097 | -0.142 | -0.068 | 0.059 |
| 2021 | 0.085 | 0.087 | -0.014 | 0.053 |
| 2020 | -0.146 | 0.101 | 0.082 | 0.087 |
| 2019 | 0.126 | 0.063 | 0.021 | 0.068 |
| 2018 | -0.023 | 0.048 | 0.014 | -0.178 |
| 2017 | 0.106 | 0.073 | 0.046 | 0.046 |
| 2016 | -0.003 | 0.012 | 0.076 | 0.007 |
| 2015 | 0.050 | -0.035 | -0.016 | 0.121 |
| 2014 | 0.062 | 0.017 | -0.006 | 0.033 |
| 2013 | 0.083 | 0.086 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.009 |
| 5 years | 0.064 |
| 10 years | 0.073 |