Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0 | 7 |
| 1 month | -0.001 | 0 | 89 |
| 3 months | 0.053 | 0 | 6 |
| 1 year | 0.040 | 0 | 83 |
| 3 years | 0.061 | 0 | 15 |
| 5 years | 0.079 | 0 | 19 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.009 | — |
| 2023 | 0.173 | — |
| 2022 | -0.204 | — |
| 2021 | 0.009 | — |
| 2020 | 0.100 | — |
| 2019 | 0.270 | — |
| 2018 | -0.181 | — |
| 2017 | 0.355 | — |
| 2016 | 0.132 | — |
| 2015 | -0.146 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.076 | — | — | — |
| 2024 | 0.027 | 0.015 | 0.083 | -0.107 |
| 2023 | 0.067 | 0.063 | -0.054 | 0.094 |
| 2022 | -0.098 | -0.124 | -0.112 | 0.135 |
| 2021 | 0.048 | 0.017 | -0.063 | 0.010 |
| 2020 | -0.284 | 0.165 | 0.058 | 0.245 |
| 2019 | 0.140 | 0.017 | -0.032 | 0.131 |
| 2018 | 0.000 | -0.118 | 0.001 | -0.071 |
| 2017 | 0.117 | 0.048 | 0.066 | 0.085 |
| 2016 | 0.036 | 0.004 | 0.112 | -0.021 |
| 2015 | 0.005 | 0.006 | -0.162 | 0.008 |
| 2014 | 0.068 | -0.040 | -0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.058 |
| 5 years | 0.077 |
| 10 years | 0.034 |