Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | — |
| 1 month | -0.040 | 0 | — |
| 3 months | -0.014 | 0 | — |
| 1 year | 0.011 | 0 | — |
| 3 years | 0.037 | 0 | — |
| 5 years | 0.166 | 0 | — |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.140 | — |
| 2022 | -0.112 | — |
| 2021 | 0.244 | — |
| 2020 | 0.094 | — |
| 2019 | 0.209 | — |
| 2018 | -0.168 | — |
| 2017 | 0.108 | — |
| 2016 | 0.096 | — |
| 2015 | -0.049 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.090 | -0.021 | 0.068 | -0.019 |
| 2023 | 0.009 | 0.056 | -0.025 | 0.097 |
| 2022 | 0.002 | -0.159 | -0.055 | 0.115 |
| 2021 | 0.162 | 0.048 | -0.037 | 0.060 |
| 2020 | -0.297 | 0.201 | 0.035 | 0.252 |
| 2019 | 0.136 | 0.013 | -0.001 | 0.052 |
| 2018 | -0.039 | 0.006 | 0.037 | -0.170 |
| 2017 | 0.037 | 0.012 | 0.026 | 0.029 |
| 2016 | -0.015 | 0.006 | 0.057 | 0.046 |
| 2015 | -0.002 | -0.002 | -0.116 | 0.080 |
| 2014 | 0.035 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.039 |
| 3 years | 0.019 |
| 5 years | 0.155 |
| 10 years | 0.053 |