Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 40 |
| 1 month | 0.004 | 0 | 76 |
| 3 months | 0.039 | 0 | 25 |
| 1 year | 0.045 | 0 | 62 |
| 3 years | 0.085 | 0 | 20 |
| 5 years | 0.067 | 0 | 36 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.054 | — |
| 2022 | 0.209 | — |
| 2021 | 0.006 | — |
| 2020 | -0.116 | — |
| 2019 | -0.038 | — |
| 2018 | 0.057 | — |
| 2017 | 0.091 | — |
| 2016 | 0.076 | — |
| 2015 | 0.059 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | 0.051 | 0.028 | 0.006 | 0.019 |
| 2023 | -0.006 | 0.026 | 0.046 | -0.012 |
| 2022 | 0.085 | 0.069 | 0.013 | 0.029 |
| 2021 | 0.091 | -0.030 | -0.026 | -0.024 |
| 2020 | -0.047 | -0.046 | -0.070 | 0.045 |
| 2019 | -0.004 | -0.024 | 0.035 | -0.044 |
| 2018 | -0.044 | 0.038 | 0.013 | 0.051 |
| 2017 | 0.020 | 0.018 | 0.023 | 0.028 |
| 2016 | 0.043 | 0.016 | 0.039 | -0.022 |
| 2015 | 0.010 | 0.011 | -0.010 | 0.047 |
| 2014 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.085 |
| 5 years | 0.067 |
| 10 years | 0.048 |