Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.030 | 0 | — |
| 1 year | 0.109 | 0 | — |
| 3 years | 0.033 | 0 | — |
| 5 years | 0.090 | 0 | — |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.023 | — |
| 2022 | -0.119 | — |
| 2021 | 0.178 | — |
| 2020 | 0.133 | — |
| 2019 | 0.185 | — |
| 2018 | -0.144 | — |
| 2017 | 0.195 | — |
| 2016 | 0.091 | — |
| 2015 | -0.047 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | 0.046 | -0.003 | 0.087 | -0.067 |
| 2023 | 0.001 | -0.001 | -0.044 | 0.071 |
| 2022 | -0.032 | -0.115 | -0.093 | 0.135 |
| 2021 | 0.030 | 0.053 | -0.005 | 0.091 |
| 2020 | -0.199 | 0.139 | 0.079 | 0.151 |
| 2019 | 0.082 | 0.026 | -0.004 | 0.070 |
| 2018 | -0.034 | -0.006 | 0.008 | -0.116 |
| 2017 | 0.059 | 0.058 | 0.048 | 0.018 |
| 2016 | 0.023 | -0.003 | 0.050 | 0.019 |
| 2015 | -0.004 | 0.010 | -0.092 | 0.043 |
| 2014 | -0.035 | -0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.015 |
| 5 years | 0.079 |
| 10 years | 0.045 |