Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 60 |
| 1 month | -0.022 | 0 | 94 |
| 3 months | -0.001 | 0 | 71 |
| 1 year | 0.088 | 0 | 48 |
| 3 years | 0.098 | 0 | 19 |
| 5 years | 0.107 | 0 | 56 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.169 | — |
| 2022 | -0.058 | — |
| 2021 | 0.170 | — |
| 2020 | -0.129 | — |
| 2019 | 0.128 | — |
| 2018 | -0.069 | — |
| 2017 | 0.096 | — |
| 2016 | 0.034 | — |
| 2015 | 0.079 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.087 | — | — | — |
| 2024 | 0.065 | 0.011 | 0.048 | -0.035 |
| 2023 | 0.055 | 0.031 | 0.010 | 0.063 |
| 2022 | -0.040 | -0.073 | -0.054 | 0.120 |
| 2021 | 0.090 | 0.018 | 0.003 | 0.051 |
| 2020 | -0.276 | 0.120 | -0.013 | 0.089 |
| 2019 | 0.070 | -0.027 | 0.027 | 0.054 |
| 2018 | -0.055 | 0.059 | 0.010 | -0.079 |
| 2017 | 0.040 | 0.015 | 0.030 | 0.008 |
| 2016 | -0.040 | -0.017 | 0.043 | 0.051 |
| 2015 | 0.148 | -0.033 | -0.078 | 0.054 |
| 2014 | 0.052 | -0.011 | 0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.091 |
| 5 years | 0.103 |
| 10 years | 0.035 |