Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | — |
| 1 month | -0.012 | 0 | — |
| 3 months | -0.033 | 0 | — |
| 1 year | 0.110 | 0 | — |
| 3 years | 0.081 | 0 | — |
| 5 years | 0.075 | 0 | — |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.150 | — |
| 2023 | 0.121 | — |
| 2022 | -0.100 | — |
| 2021 | 0.094 | — |
| 2020 | 0.095 | — |
| 2019 | 0.152 | — |
| 2018 | -0.014 | — |
| 2017 | 0.086 | — |
| 2016 | 0.082 | — |
| 2015 | 0.060 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.054 | 0.015 | 0.057 | 0.017 |
| 2023 | 0.050 | 0.013 | -0.022 | 0.078 |
| 2022 | -0.042 | -0.098 | -0.011 | 0.054 |
| 2021 | 0.006 | 0.043 | 0.003 | 0.040 |
| 2020 | -0.094 | 0.109 | 0.033 | 0.056 |
| 2019 | 0.081 | 0.022 | 0.015 | 0.028 |
| 2018 | -0.004 | 0.025 | 0.007 | -0.041 |
| 2017 | 0.031 | 0.009 | 0.004 | 0.039 |
| 2016 | -0.006 | 0.023 | 0.045 | 0.019 |
| 2015 | 0.072 | -0.016 | -0.028 | 0.033 |
| 2014 | 0.029 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.081 |
| 5 years | 0.075 |
| 10 years | 0.063 |