Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 29 |
| 1 month | -0.008 | 0 | 58 |
| 3 months | -0.013 | 0 | 37 |
| 1 year | 0.072 | 0 | 23 |
| 3 years | 0.086 | 0 | 17 |
| 5 years | 0.123 | 0 | 14 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.162 | — |
| 2022 | -0.092 | — |
| 2021 | 0.255 | — |
| 2020 | -0.031 | — |
| 2019 | 0.266 | — |
| 2018 | -0.104 | — |
| 2017 | 0.105 | — |
| 2016 | 0.026 | — |
| 2015 | 0.083 | — |
| 2014 | 0.069 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | — | — | — |
| 2024 | 0.077 | 0.015 | 0.024 | -0.027 |
| 2023 | 0.087 | 0.026 | -0.021 | 0.065 |
| 2022 | -0.053 | -0.088 | -0.041 | 0.096 |
| 2021 | 0.084 | 0.067 | 0.008 | 0.077 |
| 2020 | -0.226 | 0.128 | 0.001 | 0.108 |
| 2019 | 0.128 | 0.033 | 0.027 | 0.057 |
| 2018 | -0.043 | 0.042 | 0.013 | -0.113 |
| 2017 | 0.060 | 0.009 | 0.027 | 0.006 |
| 2016 | -0.071 | 0.000 | 0.042 | 0.060 |
| 2015 | 0.165 | -0.031 | -0.089 | 0.053 |
| 2014 | 0.020 | 0.042 | 0.008 | -0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.086 |
| 5 years | 0.123 |
| 10 years | 0.058 |