Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 9 |
| 1 month | -0.017 | 0 | 55 |
| 3 months | -0.021 | 0 | 23 |
| 1 year | 0.096 | 0 | 4 |
| 3 years | 0.053 | 0 | 11 |
| 5 years | 0.071 | 0 | 16 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.070 | — |
| 2022 | -0.088 | — |
| 2021 | 0.174 | — |
| 2020 | -0.034 | — |
| 2019 | 0.188 | — |
| 2018 | -0.081 | — |
| 2017 | 0.114 | — |
| 2016 | 0.008 | — |
| 2015 | 0.047 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.070 | -0.011 | 0.063 | -0.008 |
| 2023 | 0.023 | 0.017 | -0.022 | 0.052 |
| 2022 | -0.052 | -0.039 | -0.070 | 0.077 |
| 2021 | 0.040 | 0.051 | 0.007 | 0.066 |
| 2020 | -0.124 | 0.039 | 0.034 | 0.025 |
| 2019 | 0.104 | 0.030 | 0.015 | 0.030 |
| 2018 | -0.045 | 0.028 | 0.047 | -0.106 |
| 2017 | 0.043 | 0.024 | 0.007 | 0.036 |
| 2016 | -0.011 | 0.008 | 0.004 | 0.007 |
| 2015 | 0.051 | -0.028 | -0.028 | 0.054 |
| 2014 | 0.051 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.039 |
| 5 years | 0.063 |
| 10 years | 0.040 |