Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 37 |
| 1 month | 0.025 | 0 | 58 |
| 3 months | 0.056 | 0 | 70 |
| 1 year | 0.072 | 0 | 52 |
| 3 years | 0.136 | 0 | 47 |
| 5 years | 0.125 | 0 | 38 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.212 | — |
| 2022 | -0.155 | — |
| 2021 | 0.279 | — |
| 2020 | 0.174 | — |
| 2019 | 0.257 | — |
| 2018 | -0.083 | — |
| 2017 | 0.201 | — |
| 2016 | -0.014 | — |
| 2015 | 0.199 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | 0.056 | — | — |
| 2024 | 0.100 | 0.006 | 0.050 | 0.020 |
| 2023 | 0.122 | 0.060 | -0.051 | 0.074 |
| 2022 | -0.105 | -0.073 | 0 | 0.019 |
| 2021 | 0.037 | 0.098 | 0.036 | 0.085 |
| 2020 | -0.108 | 0.137 | 0.109 | 0.044 |
| 2019 | 0.106 | 0.047 | 0.015 | 0.069 |
| 2018 | -0.053 | 0.040 | 0.020 | -0.088 |
| 2017 | 0.066 | 0.057 | 0.010 | 0.056 |
| 2016 | -0.048 | 0.001 | 0.006 | 0.028 |
| 2015 | 0.120 | -0.004 | -0.006 | 0.081 |
| 2014 | 0.058 | -0.040 | 0.120 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.136 |
| 5 years | 0.125 |
| 10 years | 0.103 |