Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.113 | 0 | 92 |
| 1 month | 0.033 | 0 | 67 |
| 3 months | 0.037 | 0 | 93 |
| 1 year | 0.068 | 0 | 92 |
| 3 years | 0.106 | 0 | 92 |
| 5 years | 0.095 | 0 | 78 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.128 | — |
| 2022 | -0.065 | — |
| 2021 | 0.197 | — |
| 2020 | 0.015 | — |
| 2019 | 0.226 | — |
| 2018 | -0.077 | — |
| 2017 | 0.162 | — |
| 2016 | 0.071 | — |
| 2015 | 0.022 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | 0.038 | — | — |
| 2024 | 0.037 | -0.035 | 0.107 | -0.061 |
| 2023 | 0.043 | 0.035 | -0.021 | 0.067 |
| 2022 | 0.006 | -0.103 | -0.075 | 0.120 |
| 2021 | 0.098 | 0.052 | 0.000 | 0.036 |
| 2020 | -0.204 | 0.111 | 0.032 | 0.112 |
| 2019 | 0.093 | 0.019 | 0.024 | 0.075 |
| 2018 | -0.036 | 0.013 | 0.051 | -0.100 |
| 2017 | 0.058 | 0.038 | 0.011 | 0.046 |
| 2016 | 0.052 | 0.025 | 0.010 | -0.016 |
| 2015 | 0.019 | -0.001 | -0.050 | 0.057 |
| 2014 | 0.035 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.106 |
| 5 years | 0.095 |
| 10 years | 0.080 |