Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 15 |
| 1 month | 0.003 | 0 | 45 |
| 3 months | 0.001 | 0 | 82 |
| 1 year | 0.104 | 0 | 32 |
| 3 years | 0.060 | 0 | 21 |
| 5 years | 0.058 | 0 | 32 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.062 | — |
| 2022 | -0.094 | — |
| 2021 | 0.165 | — |
| 2020 | -0.041 | — |
| 2019 | 0.179 | — |
| 2018 | -0.088 | — |
| 2017 | 0.106 | — |
| 2016 | 0.001 | — |
| 2015 | 0.039 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | — | — | — |
| 2024 | 0.068 | -0.013 | 0.061 | -0.010 |
| 2023 | 0.021 | 0.015 | -0.024 | 0.050 |
| 2022 | -0.054 | -0.041 | -0.072 | 0.075 |
| 2021 | 0.038 | 0.049 | 0.005 | 0.064 |
| 2020 | -0.125 | 0.037 | 0.032 | 0.024 |
| 2019 | 0.102 | 0.028 | 0.013 | 0.028 |
| 2018 | -0.047 | 0.026 | 0.046 | -0.108 |
| 2017 | 0.041 | 0.022 | 0.005 | 0.034 |
| 2016 | -0.013 | 0.007 | 0.002 | 0.006 |
| 2015 | 0.050 | -0.029 | -0.030 | 0.052 |
| 2014 | 0.049 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.060 |
| 5 years | 0.058 |
| 10 years | 0.040 |