Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.067 | 0 | — |
| 1 month | -0.012 | 0 | — |
| 3 months | -0.086 | 0 | — |
| 1 year | 0.085 | 0 | — |
| 3 years | 0.076 | 0 | — |
| 5 years | 0.116 | 0 | — |
| 10 years | 0.085 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.210 | — |
| 2023 | 0.202 | — |
| 2022 | -0.213 | — |
| 2021 | 0.268 | — |
| 2020 | 0.153 | — |
| 2019 | 0.248 | — |
| 2018 | -0.083 | — |
| 2017 | 0.183 | — |
| 2016 | 0.086 | — |
| 2015 | -0.011 | — |
| 2014 | 0.128 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.099 | 0.026 | 0.047 | 0.025 |
| 2023 | 0.055 | 0.076 | -0.041 | 0.105 |
| 2022 | -0.057 | -0.168 | -0.056 | 0.063 |
| 2021 | 0.067 | 0.076 | -0.007 | 0.112 |
| 2020 | -0.198 | 0.193 | 0.077 | 0.118 |
| 2019 | 0.125 | 0.026 | 0.003 | 0.077 |
| 2018 | -0.014 | 0.031 | 0.063 | -0.151 |
| 2017 | 0.054 | 0.020 | 0.038 | 0.061 |
| 2016 | 0.010 | 0.016 | 0.029 | 0.028 |
| 2015 | 0 | -0.006 | -0.065 | 0.064 |
| 2014 | 0.018 | 0.050 | 0.008 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.085 |
| 3 years | 0.076 |
| 5 years | 0.116 |
| 10 years | 0.085 |