Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 67 |
| 1 month | 0.032 | 0 | 18 |
| 3 months | 0.026 | 0 | 50 |
| 1 year | 0.074 | 0 | 46 |
| 3 years | 0.140 | 0 | 8 |
| 5 years | 0.209 | 0 | 5 |
| 10 years | 0.141 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.210 | — |
| 2022 | 0.050 | — |
| 2021 | 0.234 | — |
| 2020 | 0.217 | — |
| 2019 | 0.105 | — |
| 2018 | 0.011 | — |
| 2017 | 0.366 | — |
| 2016 | 0.052 | — |
| 2015 | 0.046 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.026 | 0.109 | 0.076 | -0.079 |
| 2023 | -0.035 | 0.109 | 0.033 | 0.096 |
| 2022 | -0.009 | -0.083 | 0.095 | 0.055 |
| 2021 | 0.051 | 0.076 | 0.106 | -0.013 |
| 2020 | -0.263 | 0.208 | 0.099 | 0.245 |
| 2019 | 0.062 | 0.010 | -0.009 | 0.039 |
| 2018 | -0.040 | 0.042 | 0.008 | 0.003 |
| 2017 | 0.151 | 0.055 | 0.046 | 0.076 |
| 2016 | -0.016 | 0.056 | 0.064 | -0.049 |
| 2015 | 0.014 | -0.008 | 0.023 | 0.017 |
| 2014 | 0.057 | 0.041 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.140 |
| 5 years | 0.209 |
| 10 years | 0.141 |