Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.093 | 0 | — |
| 1 month | 0.004 | 0 | — |
| 3 months | 0.027 | 0 | — |
| 1 year | 0.081 | 0 | — |
| 3 years | 0.105 | 0 | — |
| 5 years | 0.140 | 0 | — |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.136 | — |
| 2022 | -0.083 | — |
| 2021 | 0.237 | — |
| 2020 | 0.022 | — |
| 2019 | 0.241 | — |
| 2018 | -0.142 | — |
| 2017 | 0.104 | — |
| 2016 | 0.039 | — |
| 2015 | 0.091 | — |
| 2014 | 0.033 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.089 | — | — | — |
| 2024 | 0.118 | -0.008 | 0.014 | -0.028 |
| 2023 | 0.080 | 0.020 | -0.022 | 0.053 |
| 2022 | -0.074 | -0.102 | -0.001 | 0.105 |
| 2021 | 0.096 | 0.060 | -0.003 | 0.067 |
| 2020 | -0.258 | 0.196 | 0.004 | 0.147 |
| 2019 | 0.116 | 0.031 | 0.013 | 0.064 |
| 2018 | -0.048 | 0.050 | -0.001 | -0.141 |
| 2017 | 0.053 | 0.027 | 0.015 | 0.007 |
| 2016 | -0.078 | -0.019 | 0.069 | 0.074 |
| 2015 | 0.125 | -0.020 | -0.059 | 0.052 |
| 2014 | 0.035 | -0.008 | -0.009 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.085 |
| 5 years | 0.127 |
| 10 years | 0.059 |