Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 10 |
| 1 month | -0.007 | 0 | 3 |
| 3 months | -0.017 | 0 | 5 |
| 1 year | 0.135 | 0 | 7 |
| 3 years | 0.075 | 0 | 14 |
| 5 years | 0.093 | 0 | 59 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.104 | — |
| 2022 | -0.072 | — |
| 2021 | 0.185 | — |
| 2020 | -0.017 | — |
| 2019 | 0.251 | — |
| 2018 | -0.009 | — |
| 2017 | 0.012 | — |
| 2016 | 0.034 | — |
| 2015 | 0.123 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.071 | 0.013 | 0.076 | 0.004 |
| 2023 | 0.045 | 0.014 | -0.003 | 0.045 |
| 2022 | -0.029 | -0.059 | -0.023 | 0.039 |
| 2021 | 0.082 | 0.017 | -0.006 | 0.083 |
| 2020 | -0.142 | 0.093 | -0.011 | 0.060 |
| 2019 | 0.113 | 0.041 | 0.051 | 0.027 |
| 2018 | -0.042 | 0.047 | 0.044 | -0.053 |
| 2017 | 0.051 | -0.028 | -0.017 | 0.008 |
| 2016 | -0.031 | 0.043 | 0.004 | 0.018 |
| 2015 | 0.136 | -0.061 | -0.040 | 0.096 |
| 2014 | 0.053 | 0.050 | 0.057 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.135 |
| 3 years | 0.075 |
| 5 years | 0.093 |
| 10 years | 0.065 |