Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.100 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | 0.033 | 0 | — |
| 1 year | 0.101 | 0 | — |
| 3 years | 0.126 | 0 | — |
| 5 years | 0.157 | 0 | — |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.157 | — |
| 2022 | -0.069 | — |
| 2021 | 0.250 | — |
| 2020 | 0.028 | — |
| 2019 | 0.259 | — |
| 2018 | -0.128 | — |
| 2017 | 0.122 | — |
| 2016 | 0.049 | — |
| 2015 | 0.098 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.094 | — | — | — |
| 2024 | 0.124 | -0.003 | 0.020 | -0.024 |
| 2023 | 0.086 | 0.026 | -0.017 | 0.056 |
| 2022 | -0.072 | -0.098 | 0.003 | 0.108 |
| 2021 | 0.099 | 0.063 | 0.000 | 0.071 |
| 2020 | -0.258 | 0.197 | 0.007 | 0.150 |
| 2019 | 0.122 | 0.035 | 0.015 | 0.067 |
| 2018 | -0.043 | 0.055 | 0.003 | -0.138 |
| 2017 | 0.056 | 0.031 | 0.019 | 0.012 |
| 2016 | -0.075 | -0.015 | 0.071 | 0.076 |
| 2015 | 0.127 | -0.019 | -0.057 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.126 |
| 5 years | 0.157 |
| 10 years | 0.080 |