Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.122 | 0 | 4 |
| 1 month | 0.014 | 0 | 15 |
| 3 months | 0.053 | 0 | 6 |
| 1 year | 0.027 | 0 | 51 |
| 3 years | 0.056 | 0 | 39 |
| 5 years | 0.110 | 0 | 30 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.081 | — |
| 2023 | 0.185 | — |
| 2022 | -0.205 | — |
| 2021 | 0.234 | — |
| 2020 | 0.061 | — |
| 2019 | 0.244 | — |
| 2018 | -0.169 | — |
| 2017 | 0.253 | — |
| 2016 | -0.008 | — |
| 2015 | 0.185 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.107 | — | — | — |
| 2024 | 0.032 | -0.045 | -0.020 | -0.049 |
| 2023 | 0.104 | 0.060 | -0.072 | 0.092 |
| 2022 | -0.160 | -0.132 | -0.109 | 0.225 |
| 2021 | 0.069 | 0.052 | 0.040 | 0.054 |
| 2020 | -0.318 | 0.197 | 0.046 | 0.241 |
| 2019 | 0.112 | 0.007 | -0.021 | 0.135 |
| 2018 | 0.007 | 0.003 | -0.009 | -0.170 |
| 2017 | 0.112 | 0.071 | 0.048 | 0.003 |
| 2016 | -0.121 | -0.056 | 0.089 | 0.098 |
| 2015 | 0.218 | 0.000 | -0.111 | 0.095 |
| 2014 | 0.035 | -0.067 | 0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.038 |
| 5 years | 0.098 |
| 10 years | 0.042 |