Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 25 |
| 1 month | -0.056 | 0 | 18 |
| 3 months | -0.027 | 0 | 25 |
| 1 year | 0.033 | 0 | 14 |
| 3 years | 0.094 | 0 | 40 |
| 5 years | 0.115 | 0 | 85 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.208 | — |
| 2023 | 0.015 | — |
| 2022 | 0.093 | — |
| 2021 | 0.295 | — |
| 2020 | -0.140 | — |
| 2019 | 0.291 | — |
| 2018 | 0.022 | — |
| 2017 | 0.030 | — |
| 2016 | 0.145 | — |
| 2015 | 0.073 | — |
| 2014 | 0.295 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.138 | -0.028 | 0.051 | 0.039 |
| 2023 | 0.001 | 0.053 | -0.032 | -0.006 |
| 2022 | -0.004 | 0.036 | -0.004 | 0.063 |
| 2021 | 0.104 | 0.036 | 0.017 | 0.113 |
| 2020 | -0.157 | 0.020 | 0.032 | -0.031 |
| 2019 | 0.145 | 0.054 | 0.080 | -0.009 |
| 2018 | -0.014 | 0.074 | 0.046 | -0.078 |
| 2017 | 0.038 | -0.026 | -0.021 | 0.041 |
| 2016 | 0.001 | 0.042 | 0.045 | 0.050 |
| 2015 | 0.135 | -0.051 | -0.047 | 0.045 |
| 2014 | 0.040 | 0.090 | 0.038 | 0.100 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.094 |
| 5 years | 0.115 |
| 10 years | 0.079 |