Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 6 |
| 1 month | 0.039 | 0 | 13 |
| 3 months | 0.023 | 0 | 3 |
| 1 year | 0.139 | 0 | 11 |
| 3 years | 0.083 | 0 | 39 |
| 5 years | 0.074 | 0 | 76 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.125 | — |
| 2022 | -0.146 | — |
| 2021 | -0.007 | — |
| 2020 | 0.155 | — |
| 2019 | 0.235 | — |
| 2018 | 0.050 | — |
| 2017 | 0.384 | — |
| 2016 | 0.028 | — |
| 2015 | 0.135 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.051 | 0.014 | 0.080 | -0.030 |
| 2023 | 0.073 | 0.027 | -0.055 | 0.080 |
| 2022 | -0.062 | -0.134 | -0.032 | 0.085 |
| 2021 | -0.019 | 0.091 | -0.055 | -0.018 |
| 2020 | -0.167 | 0.152 | 0.063 | 0.131 |
| 2019 | 0.138 | 0.058 | -0.004 | 0.030 |
| 2018 | 0.046 | 0.056 | 0.055 | -0.098 |
| 2017 | 0.085 | 0.124 | 0.049 | 0.083 |
| 2016 | 0.017 | 0.007 | 0.063 | -0.056 |
| 2015 | 0.106 | 0.038 | -0.044 | 0.034 |
| 2014 | -0.012 | 0.007 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.139 |
| 3 years | 0.083 |
| 5 years | 0.074 |
| 10 years | 0.091 |