Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 93 |
| 1 month | 0.027 | 0 | 69 |
| 3 months | 0.104 | 0 | 52 |
| 1 year | 0.040 | 0 | 75 |
| 3 years | 0.082 | 0 | 60 |
| 5 years | 0.112 | 0 | 51 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.240 | — |
| 2023 | 0.163 | — |
| 2022 | -0.169 | — |
| 2021 | 0.291 | — |
| 2020 | 0.084 | — |
| 2019 | 0.248 | — |
| 2018 | -0.064 | — |
| 2017 | 0.062 | — |
| 2016 | 0.119 | — |
| 2015 | 0.114 | — |
| 2014 | 0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | 0.023 | — | — |
| 2024 | 0.139 | 0.020 | -0.002 | 0.068 |
| 2023 | 0.070 | 0.050 | -0.020 | 0.057 |
| 2022 | -0.086 | -0.090 | -0.012 | 0.010 |
| 2021 | 0.080 | 0.082 | 0.025 | 0.077 |
| 2020 | -0.186 | 0.175 | 0.042 | 0.087 |
| 2019 | 0.127 | 0.030 | 0.028 | 0.045 |
| 2018 | -0.023 | 0.059 | 0.043 | -0.133 |
| 2017 | 0.046 | -0.011 | -0.005 | 0.031 |
| 2016 | -0.036 | -0.007 | 0.077 | 0.086 |
| 2015 | 0.149 | -0.028 | -0.090 | 0.096 |
| 2014 | -0.019 | 0.049 | 0.067 | 0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.067 |
| 5 years | 0.103 |
| 10 years | 0.075 |