Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | 89 |
| 1 month | 0.013 | 0 | 85 |
| 3 months | 0.024 | 0 | 90 |
| 1 year | 0.087 | 0 | 86 |
| 3 years | 0.084 | 0 | 95 |
| 5 years | 0.084 | 0 | 65 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.099 | — |
| 2022 | -0.063 | — |
| 2021 | 0.178 | — |
| 2020 | 0.003 | — |
| 2019 | 0.138 | — |
| 2018 | -0.122 | — |
| 2017 | 0.091 | — |
| 2016 | 0.118 | — |
| 2015 | -0.092 | — |
| 2014 | 0.045 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | 0.042 | — | — |
| 2024 | 0.044 | -0.015 | 0.069 | 0.016 |
| 2023 | 0.034 | 0.015 | -0.039 | 0.090 |
| 2022 | 0.029 | -0.097 | -0.026 | 0.036 |
| 2021 | 0.055 | 0.054 | 0.003 | 0.056 |
| 2020 | -0.160 | 0.080 | 0.037 | 0.065 |
| 2019 | 0.092 | 0.015 | 0.017 | 0.009 |
| 2018 | -0.046 | 0.016 | -0.011 | -0.084 |
| 2017 | 0.035 | -0.003 | 0.023 | 0.034 |
| 2016 | 0.015 | 0.037 | 0.040 | 0.020 |
| 2015 | 0.018 | -0.025 | -0.081 | -0.004 |
| 2014 | 0.032 | 0.048 | -0.004 | -0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.084 |
| 5 years | 0.084 |
| 10 years | 0.052 |