Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 33 |
| 1 month | 0.017 | 0 | 71 |
| 3 months | 0.013 | 0 | 87 |
| 1 year | 0.075 | 0 | 17 |
| 3 years | 0.082 | 0 | 16 |
| 5 years | 0.045 | 0 | 60 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.106 | — |
| 2022 | -0.189 | — |
| 2021 | -0.051 | — |
| 2020 | 0.197 | — |
| 2019 | 0.226 | — |
| 2018 | -0.148 | — |
| 2017 | 0.217 | — |
| 2016 | 0.079 | — |
| 2015 | -0.002 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.013 | — | — |
| 2024 | 0.048 | 0.037 | 0.038 | 0.015 |
| 2023 | 0.054 | -0.014 | -0.001 | 0.065 |
| 2022 | -0.091 | -0.091 | -0.059 | 0.041 |
| 2021 | 0.050 | 0.037 | -0.117 | -0.012 |
| 2020 | -0.215 | 0.216 | 0.052 | 0.193 |
| 2019 | 0.137 | -0.020 | 0.003 | 0.096 |
| 2018 | -0.024 | -0.033 | -0.014 | -0.085 |
| 2017 | 0.112 | 0.019 | 0.032 | 0.041 |
| 2016 | -0.012 | 0.019 | 0.080 | -0.006 |
| 2015 | 0.178 | -0.057 | -0.167 | 0.079 |
| 2014 | 0.012 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.082 |
| 5 years | 0.045 |
| 10 years | 0.039 |