Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.098 | 0 | — |
| 1 month | -0.073 | 0 | — |
| 3 months | -0.098 | 0 | — |
| 1 year | -0.022 | 0 | — |
| 3 years | 0.013 | 0 | — |
| 5 years | 0.123 | 0 | — |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.193 | — |
| 2023 | 0.233 | — |
| 2022 | -0.257 | — |
| 2021 | 0.221 | — |
| 2020 | 0.219 | — |
| 2019 | 0.317 | — |
| 2018 | -0.088 | — |
| 2017 | 0.231 | — |
| 2016 | 0.082 | — |
| 2015 | 0.019 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.098 | — | — | — |
| 2024 | 0.100 | 0.056 | -0.008 | 0.036 |
| 2023 | 0.062 | 0.047 | -0.040 | 0.155 |
| 2022 | -0.052 | -0.196 | -0.052 | 0.028 |
| 2021 | 0.036 | 0.126 | -0.007 | 0.054 |
| 2020 | -0.179 | 0.193 | 0.089 | 0.143 |
| 2019 | 0.137 | 0.035 | 0.000 | 0.120 |
| 2018 | -0.027 | 0.038 | 0.071 | -0.158 |
| 2017 | 0.070 | 0.030 | 0.049 | 0.065 |
| 2016 | -0.028 | 0 | 0.057 | 0.053 |
| 2015 | 0.003 | 0.019 | -0.078 | 0.082 |
| 2014 | 0.053 | 0.000 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.052 |
| 3 years | 0.003 |
| 5 years | 0.116 |
| 10 years | 0.088 |