Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | -0.038 | 0 | — |
| 1 year | 0.150 | 0 | — |
| 3 years | 0.081 | 0 | — |
| 5 years | 0.156 | 0 | — |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.206 | — |
| 2023 | 0.097 | — |
| 2022 | 0.000 | — |
| 2021 | 0.311 | — |
| 2020 | -0.006 | — |
| 2019 | 0.212 | — |
| 2018 | -0.089 | — |
| 2017 | 0.113 | — |
| 2016 | 0.236 | — |
| 2015 | -0.061 | — |
| 2014 | 0.110 | — |
| 2013 | 0.160 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.066 | -0.018 | 0.107 | 0.041 |
| 2023 | 0.011 | 0.018 | -0.022 | 0.089 |
| 2022 | 0.076 | -0.094 | -0.025 | 0.052 |
| 2021 | 0.119 | 0.072 | 0.011 | 0.081 |
| 2020 | -0.206 | 0.070 | 0.044 | 0.121 |
| 2019 | 0.119 | 0.024 | 0.035 | 0.022 |
| 2018 | -0.049 | 0.052 | 0.014 | -0.102 |
| 2017 | 0.031 | -0.009 | 0.041 | 0.047 |
| 2016 | 0.044 | 0.022 | 0.068 | 0.084 |
| 2015 | -0.005 | -0.014 | -0.041 | -0.001 |
| 2014 | 0.044 | 0.049 | 0.013 | 0.001 |
| 2013 | 0.043 | -0.028 | 0.060 | 0.079 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.150 |
| 3 years | 0.081 |
| 5 years | 0.156 |
| 10 years | 0.091 |