Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | 0.025 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0.098 | 0 | — |
| 5 years | 0.132 | 0 | — |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.125 | — |
| 2022 | -0.091 | — |
| 2021 | 0.231 | — |
| 2020 | -0.004 | — |
| 2019 | 0.233 | — |
| 2018 | -0.140 | — |
| 2017 | 0.122 | — |
| 2016 | 0.047 | — |
| 2015 | 0.114 | — |
| 2014 | 0.056 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.090 | — | — | — |
| 2024 | 0.117 | -0.008 | 0.012 | -0.029 |
| 2023 | 0.078 | 0.019 | -0.023 | 0.049 |
| 2022 | -0.075 | -0.106 | -0.005 | 0.104 |
| 2021 | 0.097 | 0.059 | -0.004 | 0.064 |
| 2020 | -0.267 | 0.185 | 0.005 | 0.140 |
| 2019 | 0.118 | 0.031 | 0.009 | 0.060 |
| 2018 | -0.047 | 0.053 | 0 | -0.143 |
| 2017 | 0.058 | 0.031 | 0.018 | 0.011 |
| 2016 | -0.076 | -0.019 | 0.071 | 0.078 |
| 2015 | 0.134 | -0.015 | -0.053 | 0.055 |
| 2014 | 0.041 | -0.001 | -0.005 | 0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.077 |
| 5 years | 0.119 |
| 10 years | 0.057 |