Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.120 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | 0.054 | 0 | — |
| 1 year | 0.041 | 0 | — |
| 3 years | 0.119 | 0 | — |
| 5 years | 0.145 | 0 | — |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.051 | — |
| 2023 | 0.205 | — |
| 2022 | 0.016 | — |
| 2021 | 0.166 | — |
| 2020 | 0.016 | — |
| 2019 | 0.172 | — |
| 2018 | -0.112 | — |
| 2017 | 0.148 | — |
| 2016 | -0.002 | — |
| 2015 | 0.006 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.096 | — | — | — |
| 2024 | 0.019 | -0.030 | 0.068 | -0.101 |
| 2023 | 0.098 | 0.013 | -0.009 | 0.094 |
| 2022 | -0.029 | -0.115 | -0.069 | 0.270 |
| 2021 | 0.081 | 0.057 | -0.009 | 0.030 |
| 2020 | -0.262 | 0.151 | -0.004 | 0.199 |
| 2019 | 0.068 | -0.007 | -0.001 | 0.108 |
| 2018 | 0.008 | 0.038 | 0.044 | -0.186 |
| 2017 | 0.006 | 0.071 | 0.072 | -0.006 |
| 2016 | -0.061 | -0.070 | 0.038 | 0.100 |
| 2015 | 0.036 | 0.044 | -0.092 | 0.026 |
| 2014 | 0.013 | -0.042 | -0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.119 |
| 5 years | 0.145 |
| 10 years | 0.053 |