Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | — |
| 1 month | -0.037 | 0 | — |
| 3 months | -0.033 | 0 | — |
| 1 year | 0.022 | 0 | — |
| 3 years | 0.018 | 0 | — |
| 5 years | 0.093 | 0 | — |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.169 | — |
| 2022 | -0.205 | — |
| 2021 | 0.113 | — |
| 2020 | 0.199 | — |
| 2019 | 0.185 | — |
| 2018 | -0.051 | — |
| 2017 | 0.133 | — |
| 2016 | 0.105 | — |
| 2015 | -0.003 | — |
| 2014 | 0.085 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.038 | 0.012 | 0.028 | 0.016 |
| 2023 | 0.041 | 0.056 | -0.015 | 0.080 |
| 2022 | -0.065 | -0.158 | -0.010 | 0.020 |
| 2021 | 0.013 | 0.058 | 0.001 | 0.037 |
| 2020 | -0.154 | 0.168 | 0.093 | 0.110 |
| 2019 | 0.099 | 0.024 | -0.007 | 0.061 |
| 2018 | -0.009 | 0.035 | 0.036 | -0.107 |
| 2017 | 0.039 | 0.023 | 0.024 | 0.041 |
| 2016 | -0.004 | 0.021 | 0.061 | 0.023 |
| 2015 | 0.024 | 0.007 | -0.067 | 0.037 |
| 2014 | 0.024 | 0.041 | -0.009 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.001 |
| 5 years | 0.081 |
| 10 years | 0.055 |