Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | — |
| 1 month | -0.008 | 0 | — |
| 3 months | -0.030 | 0 | — |
| 1 year | 0.138 | 0 | — |
| 3 years | 0.082 | 0 | — |
| 5 years | 0.118 | 0 | — |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.107 | — |
| 2022 | -0.056 | — |
| 2021 | 0.223 | — |
| 2020 | 0.048 | — |
| 2019 | 0.176 | — |
| 2018 | -0.031 | — |
| 2017 | 0.106 | — |
| 2016 | 0.128 | — |
| 2015 | 0.028 | — |
| 2014 | 0.109 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.058 | -0.003 | 0.085 | 0.018 |
| 2023 | 0.035 | 0.014 | -0.029 | 0.087 |
| 2022 | 0.002 | -0.090 | -0.014 | 0.049 |
| 2021 | 0.077 | 0.053 | 0.016 | 0.062 |
| 2020 | -0.149 | 0.085 | 0.037 | 0.095 |
| 2019 | 0.091 | 0.025 | 0.025 | 0.025 |
| 2018 | -0.020 | 0.038 | 0.017 | -0.063 |
| 2017 | 0.040 | 0.005 | 0.019 | 0.039 |
| 2016 | 0.021 | 0.026 | 0.049 | 0.027 |
| 2015 | 0.046 | -0.013 | -0.032 | 0.029 |
| 2014 | 0.039 | 0.038 | 0.013 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.138 |
| 3 years | 0.082 |
| 5 years | 0.118 |
| 10 years | 0.082 |