Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 1 |
| 1 month | 0.014 | 0 | 2 |
| 3 months | 0.055 | 0 | 1 |
| 1 year | 0.107 | 0 | 2 |
| 3 years | 0.034 | 0 | 22 |
| 5 years | 0.053 | 0 | 22 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.021 | — |
| 2023 | 0.054 | — |
| 2022 | -0.097 | — |
| 2021 | 0.073 | — |
| 2020 | 0.024 | — |
| 2019 | 0.099 | — |
| 2018 | -0.093 | — |
| 2017 | 0.072 | — |
| 2016 | 0.066 | — |
| 2015 | -0.026 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.070 | — | — | — |
| 2024 | 0.011 | 0.000 | 0.080 | -0.064 |
| 2023 | 0.037 | 0.006 | -0.042 | 0.054 |
| 2022 | -0.014 | -0.090 | -0.073 | 0.086 |
| 2021 | 0.025 | 0.048 | -0.032 | 0.031 |
| 2020 | -0.164 | 0.092 | 0.028 | 0.090 |
| 2019 | 0.064 | 0.015 | -0.011 | 0.029 |
| 2018 | -0.018 | -0.008 | 0.000 | -0.069 |
| 2017 | 0.032 | 0.017 | 0.010 | 0.011 |
| 2016 | 0.028 | 0.016 | 0.034 | -0.013 |
| 2015 | 0.019 | -0.002 | -0.058 | 0.017 |
| 2014 | -0.025 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.017 |
| 5 years | 0.043 |
| 10 years | 0.016 |