Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 69 |
| 1 month | -0.006 | 0 | 72 |
| 3 months | -0.023 | 0 | 78 |
| 1 year | 0.017 | 0 | 84 |
| 3 years | 0.073 | 0 | 71 |
| 5 years | 0.101 | 0 | 71 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.195 | — |
| 2022 | -0.192 | — |
| 2021 | 0.195 | — |
| 2020 | 0.078 | — |
| 2019 | 0.340 | — |
| 2018 | -0.161 | — |
| 2017 | 0.108 | — |
| 2016 | -0.023 | — |
| 2015 | 0.158 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.055 | — | — | — |
| 2024 | 0.102 | -0.019 | 0.006 | -0.038 |
| 2023 | 0.125 | 0.032 | -0.034 | 0.065 |
| 2022 | -0.119 | -0.146 | -0.035 | 0.113 |
| 2021 | 0.059 | 0.082 | -0.013 | 0.057 |
| 2020 | -0.227 | 0.206 | 0.049 | 0.101 |
| 2019 | 0.137 | 0.073 | 0.020 | 0.076 |
| 2018 | -0.038 | 0.041 | -0.002 | -0.161 |
| 2017 | 0.053 | 0.016 | 0.037 | -0.001 |
| 2016 | -0.095 | -0.056 | 0.064 | 0.075 |
| 2015 | 0.188 | -0.023 | -0.066 | 0.068 |
| 2014 | 0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.073 |
| 5 years | 0.101 |
| 10 years | 0.051 |