Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 49 |
| 1 month | -0.022 | 0 | 41 |
| 3 months | -0.073 | 0 | 44 |
| 1 year | 0.038 | 0 | 24 |
| 3 years | 0.049 | 0 | 17 |
| 5 years | 0.078 | 0 | 26 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.138 | — |
| 2022 | -0.140 | — |
| 2021 | 0.190 | — |
| 2020 | 0.044 | — |
| 2019 | 0.223 | — |
| 2018 | -0.037 | — |
| 2017 | 0.062 | — |
| 2016 | 0.071 | — |
| 2015 | 0.031 | — |
| 2014 | 0.081 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.066 | 0.018 | 0.031 | 0.026 |
| 2023 | 0.045 | 0.034 | -0.007 | 0.061 |
| 2022 | -0.053 | -0.094 | -0.020 | 0.021 |
| 2021 | 0.059 | 0.047 | 0.012 | 0.060 |
| 2020 | -0.160 | 0.130 | 0.021 | 0.077 |
| 2019 | 0.107 | 0.028 | 0.032 | 0.041 |
| 2018 | -0.026 | 0.041 | 0.027 | -0.075 |
| 2017 | 0.028 | -0.009 | 0.024 | 0.019 |
| 2016 | -0.011 | 0.016 | 0.030 | 0.035 |
| 2015 | 0.075 | -0.043 | -0.018 | 0.021 |
| 2014 | 0.024 | 0.030 | 0.015 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.049 |
| 5 years | 0.078 |
| 10 years | 0.056 |