Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.053 | 0 | — |
| 1 year | 0.018 | 0 | — |
| 3 years | 0.097 | 0 | — |
| 5 years | 0.103 | 0 | — |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.213 | — |
| 2022 | -0.007 | — |
| 2021 | 0.132 | — |
| 2020 | 0.038 | — |
| 2019 | 0.098 | — |
| 2018 | -0.013 | — |
| 2017 | 0.081 | — |
| 2016 | 0.004 | — |
| 2015 | 0.060 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.051 | 0.000 | 0.006 | 0.043 |
| 2023 | 0.085 | 0.054 | 0.025 | 0.034 |
| 2022 | -0.020 | -0.042 | 0.019 | 0.039 |
| 2021 | 0.088 | 0.040 | -0.023 | 0.024 |
| 2020 | -0.113 | 0.060 | 0.015 | 0.087 |
| 2019 | 0.067 | 0.004 | 0.005 | 0.019 |
| 2018 | 0.007 | 0.018 | 0.028 | -0.063 |
| 2017 | 0.027 | -0.001 | 0.015 | 0.039 |
| 2016 | -0.017 | 0.012 | -0.003 | 0.012 |
| 2015 | 0.041 | 0.015 | 0.002 | 0.002 |
| 2014 | 0.014 | 0.045 | 0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.097 |
| 5 years | 0.103 |
| 10 years | 0.062 |