Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | — |
| 1 month | 0.008 | 0 | — |
| 3 months | -0.038 | 0 | — |
| 1 year | -0.020 | 0 | — |
| 3 years | 0.138 | 0 | — |
| 5 years | 0.149 | 0 | — |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.338 | — |
| 2022 | -0.122 | — |
| 2021 | 0.113 | — |
| 2020 | 0.181 | — |
| 2019 | 0.226 | — |
| 2018 | -0.190 | — |
| 2017 | 0.236 | — |
| 2016 | -0.020 | — |
| 2015 | 0.086 | — |
| 2014 | 0.109 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | — | — | — |
| 2024 | 0.167 | 0.038 | -0.086 | 0.072 |
| 2023 | 0.082 | 0.164 | 0.005 | 0.057 |
| 2022 | -0.054 | -0.083 | -0.016 | 0.028 |
| 2021 | 0.065 | -0.008 | 0.074 | -0.019 |
| 2020 | -0.181 | 0.177 | 0.067 | 0.148 |
| 2019 | 0.073 | 0.005 | 0.041 | 0.093 |
| 2018 | -0.041 | 0.004 | 0.058 | -0.206 |
| 2017 | 0.005 | 0.061 | 0.044 | 0.111 |
| 2016 | -0.097 | -0.051 | 0.016 | 0.126 |
| 2015 | 0.070 | 0.060 | -0.143 | 0.118 |
| 2014 | -0.083 | 0.048 | 0.082 | 0.067 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.138 |
| 5 years | 0.149 |
| 10 years | 0.076 |