Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | — |
| 1 month | -0.002 | 0 | — |
| 3 months | -0.021 | 0 | — |
| 1 year | 0.176 | 0 | — |
| 3 years | 0.096 | 0 | — |
| 5 years | 0.144 | 0 | — |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.216 | — |
| 2023 | 0.118 | — |
| 2022 | -0.057 | — |
| 2021 | 0.252 | — |
| 2020 | 0.058 | — |
| 2019 | 0.229 | — |
| 2018 | -0.088 | — |
| 2017 | 0.091 | — |
| 2016 | 0.178 | — |
| 2015 | -0.082 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.066 | -0.005 | 0.105 | 0.038 |
| 2023 | 0.045 | 0.011 | -0.022 | 0.081 |
| 2022 | 0.038 | -0.130 | -0.014 | 0.060 |
| 2021 | 0.082 | 0.085 | 0.002 | 0.065 |
| 2020 | -0.206 | 0.169 | 0.047 | 0.089 |
| 2019 | 0.133 | 0.026 | 0.025 | 0.032 |
| 2018 | -0.045 | 0.068 | -0.006 | -0.101 |
| 2017 | 0.024 | -0.016 | 0.037 | 0.045 |
| 2016 | 0.045 | 0.050 | 0.054 | 0.017 |
| 2015 | 0.026 | -0.016 | -0.078 | -0.014 |
| 2014 | -0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.176 |
| 3 years | 0.096 |
| 5 years | 0.144 |
| 10 years | 0.080 |