Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | — |
| 1 month | -0.040 | 0 | — |
| 3 months | -0.004 | 0 | — |
| 1 year | 0.070 | 0 | — |
| 3 years | 0.094 | 0 | — |
| 5 years | 0.108 | 0 | — |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.102 | — |
| 2022 | -0.106 | — |
| 2021 | 0.033 | — |
| 2020 | 0.183 | — |
| 2019 | 0.112 | — |
| 2018 | -0.097 | — |
| 2017 | 0.296 | — |
| 2016 | 0.134 | — |
| 2015 | -0.017 | — |
| 2014 | 0.100 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.069 | — | — | — |
| 2024 | 0.069 | 0.053 | 0.070 | -0.046 |
| 2023 | 0.046 | 0.012 | -0.012 | 0.053 |
| 2022 | -0.080 | -0.080 | -0.056 | 0.118 |
| 2021 | 0.064 | 0.042 | -0.057 | -0.013 |
| 2020 | -0.214 | 0.144 | 0.084 | 0.213 |
| 2019 | 0.079 | -0.031 | -0.025 | 0.090 |
| 2018 | 0.053 | -0.090 | -0.041 | -0.018 |
| 2017 | 0.119 | 0.026 | 0.048 | 0.077 |
| 2016 | -0.010 | 0.034 | 0.106 | 0.001 |
| 2015 | 0.104 | -0.015 | -0.106 | 0.010 |
| 2014 | 0.019 | 0.045 | 0.025 | 0.008 |
| 2013 | 0.034 | 0.046 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.094 |
| 5 years | 0.108 |
| 10 years | 0.062 |