Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 2 |
| 1 month | 0.005 | 0 | 2 |
| 3 months | 0.023 | 0 | 1 |
| 1 year | 0.142 | 0 | 2 |
| 3 years | 0.049 | 0 | 54 |
| 5 years | 0.052 | 0 | 66 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.064 | — |
| 2022 | -0.082 | — |
| 2021 | 0.061 | — |
| 2020 | 0.042 | — |
| 2019 | 0.117 | — |
| 2018 | -0.056 | — |
| 2017 | 0.030 | — |
| 2016 | 0.048 | — |
| 2015 | -0.040 | — |
| 2014 | 0.058 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.017 | 0.005 | 0.084 | 0.003 |
| 2023 | 0.032 | 0.000 | -0.041 | 0.076 |
| 2022 | -0.010 | -0.077 | -0.017 | 0.022 |
| 2021 | 0.006 | 0.034 | -0.004 | 0.025 |
| 2020 | -0.101 | 0.101 | 0.038 | 0.014 |
| 2019 | 0.076 | 0.021 | 0.014 | 0.003 |
| 2018 | -0.028 | 0.032 | -0.012 | -0.048 |
| 2017 | 0.011 | -0.014 | 0.005 | 0.028 |
| 2016 | 0.000 | 0.027 | 0.026 | -0.006 |
| 2015 | 0.036 | -0.017 | -0.045 | -0.012 |
| 2014 | 0.039 | 0.031 | -0.014 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.049 |
| 5 years | 0.052 |
| 10 years | 0.027 |