Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.142 | 0 | 3 |
| 1 month | 0.033 | 0 | 21 |
| 3 months | 0.090 | 0 | 5 |
| 1 year | 0.179 | 0 | 5 |
| 3 years | 0.107 | 0 | 13 |
| 5 years | 0.150 | 0 | 15 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.176 | — |
| 2022 | -0.145 | — |
| 2021 | 0.208 | — |
| 2020 | 0.383 | — |
| 2019 | 0.107 | — |
| 2018 | -0.120 | — |
| 2017 | 0.081 | — |
| 2016 | 0.520 | — |
| 2015 | -0.120 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.106 | — | — | — |
| 2024 | 0.016 | 0.015 | 0.101 | -0.066 |
| 2023 | 0.035 | 0.023 | 0.029 | 0.080 |
| 2022 | -0.065 | -0.143 | -0.063 | 0.139 |
| 2021 | 0.092 | 0.097 | -0.001 | 0.010 |
| 2020 | -0.173 | 0.354 | 0.053 | 0.174 |
| 2019 | 0.049 | 0.042 | -0.040 | 0.056 |
| 2018 | -0.018 | -0.020 | -0.063 | -0.024 |
| 2017 | 0.021 | -0.053 | 0.094 | 0.022 |
| 2016 | 0.130 | 0.201 | 0.111 | 0.008 |
| 2015 | -0.013 | 0.036 | -0.139 | 0.000 |
| 2014 | 0.047 | -0.108 | -0.143 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.085 |
| 5 years | 0.136 |
| 10 years | 0.092 |