Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | — |
| 1 month | 0.004 | 0 | — |
| 3 months | 0.022 | 0 | — |
| 1 year | 0.165 | 0 | — |
| 3 years | 0.171 | 0 | — |
| 5 years | 0.148 | 0 | — |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.244 | — |
| 2022 | 0.084 | — |
| 2021 | 0.157 | — |
| 2020 | -0.088 | — |
| 2019 | 0.318 | — |
| 2018 | -0.134 | — |
| 2017 | 0.110 | — |
| 2016 | 0.043 | — |
| 2015 | 0.035 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | 0.028 | 0.041 | 0.043 | 0.048 |
| 2023 | 0.060 | 0.064 | 0.039 | 0.061 |
| 2022 | 0.024 | 0.011 | 0.004 | 0.043 |
| 2021 | 0.112 | -0.021 | 0.028 | 0.034 |
| 2020 | -0.154 | 0.052 | 0.013 | 0.011 |
| 2019 | 0.057 | 0.030 | 0.039 | 0.165 |
| 2018 | -0.003 | -0.044 | 0.022 | -0.112 |
| 2017 | 0.006 | 0.044 | 0.026 | 0.030 |
| 2016 | -0.093 | -0.106 | 0.090 | 0.180 |
| 2015 | 0.038 | 0.031 | -0.073 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.165 |
| 3 years | 0.171 |
| 5 years | 0.148 |
| 10 years | 0.084 |