Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | -0.077 | 0 | — |
| 1 year | 0.023 | 0 | — |
| 3 years | 0.077 | 0 | — |
| 5 years | 0.106 | 0 | — |
| 10 years | 0.094 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.209 | — |
| 2022 | -0.161 | — |
| 2021 | 0.212 | — |
| 2020 | 0.142 | — |
| 2019 | 0.287 | — |
| 2018 | -0.010 | — |
| 2017 | 0.188 | — |
| 2016 | 0.070 | — |
| 2015 | 0.008 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.091 | 0.006 | 0.027 | -0.006 |
| 2023 | 0.096 | 0.057 | -0.048 | 0.097 |
| 2022 | -0.078 | -0.133 | -0.043 | 0.097 |
| 2021 | 0.028 | 0.077 | 0.013 | 0.080 |
| 2020 | -0.163 | 0.147 | 0.066 | 0.116 |
| 2019 | 0.152 | 0.042 | 0.013 | 0.059 |
| 2018 | 0.000 | 0.049 | 0.076 | -0.122 |
| 2017 | 0.063 | 0.036 | 0.034 | 0.043 |
| 2016 | -0.001 | 0.020 | 0.025 | 0.024 |
| 2015 | 0 | 0 | 0 | 0.008 |
| 2014 | 0 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.077 |
| 5 years | 0.106 |
| 10 years | 0.094 |