Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 44 |
| 1 month | -0.020 | 0 | 41 |
| 3 months | -0.068 | 0 | 50 |
| 1 year | 0.044 | 0 | 17 |
| 3 years | 0.056 | 0 | 3 |
| 5 years | 0.096 | 0 | 6 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.192 | — |
| 2023 | 0.056 | — |
| 2022 | -0.045 | — |
| 2021 | 0.050 | — |
| 2020 | 0.221 | — |
| 2019 | 0.133 | — |
| 2018 | -0.126 | — |
| 2017 | 0.386 | — |
| 2016 | 0.322 | — |
| 2015 | -0.029 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.066 | 0.053 | 0.046 | 0.015 |
| 2023 | 0.012 | -0.014 | 0.014 | 0.044 |
| 2022 | -0.009 | -0.047 | -0.036 | 0.049 |
| 2021 | 0.068 | 0.028 | -0.048 | 0.005 |
| 2020 | -0.148 | 0.205 | 0.061 | 0.121 |
| 2019 | 0.093 | 0.023 | -0.009 | 0.022 |
| 2018 | -0.029 | 0.020 | -0.026 | -0.094 |
| 2017 | 0.155 | 0.052 | 0.072 | 0.065 |
| 2016 | 0.064 | 0.063 | 0.174 | -0.004 |
| 2015 | 0.102 | -0.071 | -0.130 | 0.091 |
| 2014 | 0.031 | 0.021 | 0.057 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.056 |
| 5 years | 0.096 |
| 10 years | 0.086 |