Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | 0.007 | 0 | — |
| 1 year | 0.106 | 0 | — |
| 3 years | 0.044 | 0 | — |
| 5 years | 0.056 | 0 | — |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.100 | — |
| 2022 | -0.184 | — |
| 2021 | -0.045 | — |
| 2020 | 0.134 | — |
| 2019 | 0.180 | — |
| 2018 | -0.121 | — |
| 2017 | 0.308 | — |
| 2016 | 0.103 | — |
| 2015 | -0.084 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.026 | 0.082 | 0.091 | -0.079 |
| 2023 | 0.060 | 0.001 | -0.030 | 0.069 |
| 2022 | -0.060 | -0.115 | -0.132 | 0.130 |
| 2021 | 0.064 | 0.007 | -0.116 | 0.008 |
| 2020 | -0.231 | 0.120 | 0.084 | 0.214 |
| 2019 | 0.111 | 0.009 | -0.044 | 0.101 |
| 2018 | 0.002 | -0.054 | 0.018 | -0.088 |
| 2017 | 0.125 | 0.039 | 0.048 | 0.067 |
| 2016 | 0.018 | 0.008 | 0.101 | -0.023 |
| 2015 | 0.025 | 0.020 | -0.178 | 0.068 |
| 2014 | 0.079 | -0.033 | 0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.026 |
| 5 years | 0.045 |
| 10 years | 0.028 |