Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 53 |
| 1 month | 0.005 | 0 | 60 |
| 3 months | 0.006 | 0 | 54 |
| 1 year | 0.118 | 0 | 37 |
| 3 years | 0.085 | 0 | 33 |
| 5 years | 0.118 | 0 | 34 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.131 | — |
| 2022 | -0.072 | — |
| 2021 | 0.157 | — |
| 2020 | 0.027 | — |
| 2019 | 0.212 | — |
| 2018 | -0.133 | — |
| 2017 | 0.145 | — |
| 2016 | 0.080 | — |
| 2015 | -0.060 | — |
| 2014 | 0.007 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | — | — | — |
| 2024 | 0.051 | -0.001 | 0.078 | -0.034 |
| 2023 | 0.044 | 0.035 | -0.039 | 0.090 |
| 2022 | -0.017 | -0.101 | -0.087 | 0.150 |
| 2021 | 0.067 | 0.037 | 0.001 | 0.045 |
| 2020 | -0.250 | 0.143 | 0.041 | 0.152 |
| 2019 | 0.093 | 0.029 | 0.001 | 0.077 |
| 2018 | -0.036 | -0.011 | 0.043 | -0.127 |
| 2017 | 0.050 | 0.016 | 0.043 | 0.030 |
| 2016 | -0.005 | -0.007 | 0.050 | 0.042 |
| 2015 | 0.003 | 0.013 | -0.104 | 0.033 |
| 2014 | 0.018 | 0.040 | -0.025 | -0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.066 |
| 5 years | 0.106 |
| 10 years | 0.047 |