Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.115 | 0 | — |
| 1 month | -0.040 | 0 | — |
| 3 months | 0.026 | 0 | — |
| 1 year | 0.227 | 0 | — |
| 3 years | 0.129 | 0 | — |
| 5 years | 0.097 | 0 | — |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.229 | — |
| 2023 | -0.005 | — |
| 2022 | 0.087 | — |
| 2021 | -0.114 | — |
| 2020 | 0.255 | — |
| 2019 | 0.095 | — |
| 2018 | 0.012 | — |
| 2017 | -0.011 | — |
| 2016 | 0.053 | — |
| 2015 | -0.005 | — |
| 2014 | -0.031 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.161 | — | — | — |
| 2024 | 0.044 | 0.121 | 0.050 | 0.000 |
| 2023 | 0.017 | -0.081 | 0.022 | 0.042 |
| 2022 | 0.048 | -0.086 | -0.015 | 0.153 |
| 2021 | -0.086 | 0.008 | -0.069 | 0.034 |
| 2020 | -0.003 | 0.100 | 0.127 | 0.015 |
| 2019 | -0.028 | 0.016 | 0.094 | 0.013 |
| 2018 | 0.023 | -0.029 | -0.092 | 0.123 |
| 2017 | 0.074 | -0.066 | -0.016 | 0.003 |
| 2016 | 0.056 | 0.103 | 0.032 | -0.124 |
| 2015 | 0.082 | -0.052 | -0.011 | -0.019 |
| 2014 | 0.084 | -0.008 | -0.085 | -0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.227 |
| 3 years | 0.129 |
| 5 years | 0.097 |
| 10 years | 0.063 |