Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 18 |
| 1 month | -0.016 | 0 | 58 |
| 3 months | -0.044 | 0 | 41 |
| 1 year | 0.128 | 0 | 36 |
| 3 years | 0.095 | 0 | 40 |
| 5 years | 0.115 | 0 | 71 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.128 | — |
| 2022 | -0.026 | — |
| 2021 | 0.214 | — |
| 2020 | -0.034 | — |
| 2019 | 0.145 | — |
| 2018 | -0.085 | — |
| 2017 | 0.038 | — |
| 2016 | 0.143 | — |
| 2015 | 0.010 | — |
| 2014 | 0.116 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.059 | -0.001 | 0.087 | 0.023 |
| 2023 | 0.054 | 0.028 | -0.033 | 0.076 |
| 2022 | 0.006 | -0.072 | 0.002 | 0.040 |
| 2021 | 0.069 | 0.057 | 0.004 | 0.071 |
| 2020 | -0.181 | 0.088 | 0.045 | 0.037 |
| 2019 | 0.095 | 0.017 | 0.020 | 0.008 |
| 2018 | -0.044 | 0.033 | 0.016 | -0.087 |
| 2017 | 0.015 | -0.005 | 0.004 | 0.024 |
| 2016 | 0.049 | 0.014 | 0.028 | 0.045 |
| 2015 | 0.035 | -0.025 | -0.033 | 0.035 |
| 2014 | 0.050 | 0.044 | 0.001 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.095 |
| 5 years | 0.115 |
| 10 years | 0.063 |