Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 85 |
| 1 month | 0.003 | 0 | 91 |
| 3 months | 0.051 | 0 | 77 |
| 1 year | 0.079 | 0 | 55 |
| 3 years | 0.110 | 0 | 59 |
| 5 years | 0.109 | 0 | 77 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.246 | — |
| 2023 | 0.058 | — |
| 2022 | -0.029 | — |
| 2021 | 0.179 | — |
| 2020 | 0.047 | — |
| 2019 | 0.188 | — |
| 2018 | -0.115 | — |
| 2017 | 0.137 | — |
| 2016 | 0.120 | — |
| 2015 | 0.146 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | -0.022 | — | — |
| 2024 | 0.100 | 0.031 | 0.042 | 0.054 |
| 2023 | 0.001 | 0.016 | -0.012 | 0.053 |
| 2022 | -0.022 | -0.089 | 0.013 | 0.076 |
| 2021 | 0.041 | 0.046 | 0.024 | 0.058 |
| 2020 | -0.194 | 0.161 | 0.034 | 0.082 |
| 2019 | 0.125 | 0.030 | -0.034 | 0.062 |
| 2018 | 0.001 | 0.028 | 0.000 | -0.140 |
| 2017 | 0.077 | 0.049 | -0.032 | 0.040 |
| 2016 | -0.009 | 0.018 | 0.073 | 0.035 |
| 2015 | 0.086 | -0.030 | -0.056 | 0.152 |
| 2014 | 0.040 | 0.080 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.110 |
| 5 years | 0.109 |
| 10 years | 0.083 |