Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | — |
| 1 month | -0.008 | 0 | — |
| 3 months | -0.067 | 0 | — |
| 1 year | 0.092 | 0 | — |
| 3 years | 0.096 | 0 | — |
| 5 years | 0.129 | 0 | — |
| 10 years | 0.085 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.219 | — |
| 2022 | -0.178 | — |
| 2021 | 0.238 | — |
| 2020 | 0.101 | — |
| 2019 | 0.263 | — |
| 2018 | -0.086 | — |
| 2017 | 0.175 | — |
| 2016 | 0.071 | — |
| 2015 | 0.039 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.100 | 0.030 | 0.043 | 0.020 |
| 2023 | 0.074 | 0.070 | -0.029 | 0.093 |
| 2022 | -0.048 | -0.152 | -0.047 | 0.068 |
| 2021 | 0.060 | 0.075 | 0.004 | 0.082 |
| 2020 | -0.216 | 0.178 | 0.065 | 0.119 |
| 2019 | 0.120 | 0.036 | 0.012 | 0.076 |
| 2018 | -0.043 | 0.052 | 0.049 | -0.134 |
| 2017 | 0.051 | 0.025 | 0.030 | 0.058 |
| 2016 | -0.032 | 0.012 | 0.035 | 0.056 |
| 2015 | 0.049 | -0.004 | -0.063 | 0.063 |
| 2014 | 0.048 | 0.013 | 0.053 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.096 |
| 5 years | 0.129 |
| 10 years | 0.085 |