Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | -0.016 | 0 | — |
| 1 year | 0.094 | 0 | — |
| 3 years | 0.052 | 0 | — |
| 5 years | 0.082 | 0 | — |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.124 | — |
| 2023 | 0.087 | — |
| 2022 | -0.086 | — |
| 2021 | 0.048 | — |
| 2020 | 0.145 | — |
| 2019 | 0.222 | — |
| 2018 | -0.038 | — |
| 2017 | 0.240 | — |
| 2016 | 0.116 | — |
| 2015 | -0.066 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.016 | 0.083 | 0.097 | -0.069 |
| 2023 | 0.039 | -0.012 | -0.010 | 0.068 |
| 2022 | 0.004 | -0.099 | -0.087 | 0.107 |
| 2021 | 0.072 | 0.006 | -0.044 | 0.017 |
| 2020 | -0.163 | 0.120 | 0.050 | 0.164 |
| 2019 | 0.105 | 0.014 | -0.001 | 0.093 |
| 2018 | 0.010 | 0.031 | 0.054 | -0.124 |
| 2017 | 0.079 | 0.050 | 0.054 | 0.038 |
| 2016 | 0.025 | 0.045 | 0.069 | -0.025 |
| 2015 | 0.019 | 0.018 | -0.139 | 0.045 |
| 2014 | 0.072 | -0.009 | -0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.052 |
| 5 years | 0.082 |
| 10 years | 0.064 |