Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 23 |
| 1 month | 0.009 | 0 | 17 |
| 3 months | 0.005 | 0 | 25 |
| 1 year | 0.101 | 0 | 17 |
| 3 years | 0.117 | 0 | 19 |
| 5 years | 0.141 | 0 | 16 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.231 | — |
| 2022 | -0.142 | — |
| 2021 | 0.294 | — |
| 2020 | -0.018 | — |
| 2019 | 0.241 | — |
| 2018 | -0.164 | — |
| 2017 | 0.111 | — |
| 2016 | 0.046 | — |
| 2015 | 0.178 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.067 | — | — | — |
| 2024 | 0.075 | 0.016 | 0.025 | -0.015 |
| 2023 | 0.131 | 0.022 | -0.013 | 0.079 |
| 2022 | -0.075 | -0.125 | -0.043 | 0.109 |
| 2021 | 0.163 | 0.038 | 0.022 | 0.048 |
| 2020 | -0.261 | 0.212 | -0.005 | 0.101 |
| 2019 | 0.125 | 0.029 | 0.017 | 0.054 |
| 2018 | -0.041 | 0.011 | 0.014 | -0.149 |
| 2017 | 0.050 | 0.027 | 0.038 | -0.009 |
| 2016 | -0.034 | -0.055 | 0.061 | 0.080 |
| 2015 | 0.184 | -0.017 | -0.078 | 0.097 |
| 2014 | -0.018 | 0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.117 |
| 5 years | 0.141 |
| 10 years | 0.068 |