Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | — |
| 1 month | -0.043 | 0 | — |
| 3 months | -0.009 | 0 | — |
| 1 year | 0.011 | 0 | — |
| 3 years | 0.048 | 0 | — |
| 5 years | 0.157 | 0 | — |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.104 | — |
| 2022 | -0.082 | — |
| 2021 | 0.275 | — |
| 2020 | -0.004 | — |
| 2019 | 0.204 | — |
| 2018 | -0.131 | — |
| 2017 | 0.166 | — |
| 2016 | 0.114 | — |
| 2015 | -0.048 | — |
| 2014 | 0.102 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.119 | -0.019 | 0.052 | -0.012 |
| 2023 | -0.013 | 0.040 | -0.002 | 0.077 |
| 2022 | -0.005 | -0.119 | -0.060 | 0.113 |
| 2021 | 0.143 | 0.048 | -0.022 | 0.089 |
| 2020 | -0.297 | 0.161 | 0.032 | 0.183 |
| 2019 | 0.093 | 0.021 | 0.007 | 0.071 |
| 2018 | -0.025 | -0.011 | 0.068 | -0.156 |
| 2017 | 0.035 | 0.019 | 0.041 | 0.063 |
| 2016 | -0.010 | 0.010 | 0.037 | 0.074 |
| 2015 | -0.006 | 0.001 | -0.090 | 0.050 |
| 2014 | 0.024 | 0.022 | 0.000 | 0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.045 |
| 5 years | 0.154 |
| 10 years | 0.065 |