Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.089 | 0 | — |
| 1 month | -0.009 | 0 | — |
| 3 months | 0.089 | 0 | — |
| 1 year | 0.111 | 0 | — |
| 3 years | 0.106 | 0 | — |
| 5 years | 0.126 | 0 | — |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.164 | — |
| 2022 | -0.054 | — |
| 2021 | 0.164 | — |
| 2020 | -0.147 | — |
| 2019 | 0.140 | — |
| 2018 | -0.056 | — |
| 2017 | 0.112 | — |
| 2016 | 0.045 | — |
| 2015 | 0.084 | — |
| 2014 | 0.087 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.089 | — | — | — |
| 2024 | 0.064 | 0.010 | 0.047 | -0.035 |
| 2023 | 0.056 | 0.030 | 0.009 | 0.061 |
| 2022 | -0.036 | -0.075 | -0.053 | 0.121 |
| 2021 | 0.088 | 0.017 | 0.002 | 0.050 |
| 2020 | -0.286 | 0.116 | -0.015 | 0.087 |
| 2019 | 0.075 | -0.023 | 0.029 | 0.055 |
| 2018 | -0.052 | 0.062 | 0.015 | -0.076 |
| 2017 | 0.043 | 0.020 | 0.033 | 0.011 |
| 2016 | -0.042 | -0.014 | 0.047 | 0.056 |
| 2015 | 0.153 | -0.030 | -0.080 | 0.055 |
| 2014 | 0.032 | 0.055 | -0.007 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.087 |
| 5 years | 0.115 |
| 10 years | 0.037 |