Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.265 | 0 | 38 |
| 1 month | 0.060 | 0 | 37 |
| 3 months | 0.174 | 0 | 49 |
| 1 year | 0.428 | 0 | 28 |
| 3 years | 0.197 | 0 | 20 |
| 5 years | 0.139 | 0 | 13 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.252 | — |
| 2023 | 0.143 | — |
| 2022 | 0.002 | — |
| 2021 | -0.045 | — |
| 2020 | 0.244 | — |
| 2019 | 0.182 | — |
| 2018 | -0.012 | — |
| 2017 | 0.124 | — |
| 2016 | 0.079 | — |
| 2015 | -0.123 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.193 | — | — | — |
| 2024 | 0.065 | 0.052 | 0.128 | -0.008 |
| 2023 | 0.091 | -0.035 | -0.022 | 0.110 |
| 2022 | 0.075 | -0.065 | -0.080 | 0.084 |
| 2021 | -0.105 | 0.042 | -0.012 | 0.036 |
| 2020 | 0.062 | 0.098 | 0.067 | 0.000 |
| 2019 | 0.012 | 0.087 | 0.054 | 0.019 |
| 2018 | 0.025 | -0.056 | -0.051 | 0.077 |
| 2017 | 0.086 | -0.003 | 0.032 | 0.006 |
| 2016 | 0.166 | 0.067 | 0.001 | -0.134 |
| 2015 | -0.016 | -0.014 | -0.049 | -0.049 |
| 2014 | -0.075 | -0.009 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.301 |
| 3 years | 0.162 |
| 5 years | 0.119 |
| 10 years | 0.097 |