Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 2 |
| 1 month | -0.007 | 0 | 5 |
| 3 months | -0.015 | 0 | 2 |
| 1 year | 0.133 | 0 | 2 |
| 3 years | 0.033 | 0 | 80 |
| 5 years | 0.059 | 0 | 94 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.059 | — |
| 2022 | -0.081 | — |
| 2021 | 0.155 | — |
| 2020 | -0.126 | — |
| 2019 | 0.221 | — |
| 2018 | -0.014 | — |
| 2017 | 0.016 | — |
| 2016 | 0.075 | — |
| 2015 | 0.141 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.041 | 0.011 | 0.085 | 0.005 |
| 2023 | 0.027 | -0.001 | -0.009 | 0.041 |
| 2022 | 0.015 | -0.059 | -0.055 | 0.018 |
| 2021 | 0.066 | 0.017 | 0.015 | 0.050 |
| 2020 | -0.182 | 0.056 | -0.010 | 0.021 |
| 2019 | 0.103 | 0.028 | 0.068 | 0.008 |
| 2018 | -0.050 | 0.057 | 0.026 | -0.043 |
| 2017 | 0.050 | -0.034 | -0.030 | 0.032 |
| 2016 | 0.023 | 0.061 | -0.011 | 0.002 |
| 2015 | 0.165 | -0.057 | -0.046 | 0.089 |
| 2014 | 0.057 | 0.062 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.026 |
| 5 years | 0.054 |
| 10 years | 0.040 |