Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | — |
| 1 month | 0.023 | 0 | — |
| 3 months | 0.066 | 0 | — |
| 1 year | 0.168 | 0 | — |
| 3 years | 0.024 | 0 | — |
| 5 years | 0.081 | 0 | — |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.058 | — |
| 2022 | -0.163 | — |
| 2021 | 0.058 | — |
| 2020 | 0.201 | — |
| 2019 | 0.271 | — |
| 2018 | -0.155 | — |
| 2017 | 0.180 | — |
| 2016 | 0.064 | — |
| 2015 | -0.065 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.017 | -0.020 | 0.108 | -0.046 |
| 2023 | 0.019 | 0.017 | -0.083 | 0.113 |
| 2022 | 0.009 | -0.139 | -0.078 | 0.046 |
| 2021 | 0.012 | 0.030 | -0.026 | 0.041 |
| 2020 | -0.186 | 0.129 | 0.134 | 0.152 |
| 2019 | 0.143 | 0.076 | 0.013 | 0.021 |
| 2018 | -0.032 | -0.015 | -0.028 | -0.088 |
| 2017 | 0.057 | 0.045 | 0.032 | 0.034 |
| 2016 | 0.060 | 0.064 | 0.004 | -0.060 |
| 2015 | -0.011 | -0.023 | -0.054 | 0.023 |
| 2014 | 0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.133 |
| 3 years | 0.013 |
| 5 years | 0.074 |
| 10 years | 0.044 |