Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | — |
| 1 month | -0.040 | 0 | — |
| 3 months | -0.019 | 0 | — |
| 1 year | 0.166 | 0 | — |
| 3 years | 0.097 | 0 | — |
| 5 years | 0.097 | 0 | — |
| 10 years | 0.092 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.209 | — |
| 2023 | 0.057 | — |
| 2022 | -0.014 | — |
| 2021 | 0.166 | — |
| 2020 | 0.011 | — |
| 2019 | 0.116 | — |
| 2018 | 0.089 | — |
| 2017 | 0.119 | — |
| 2016 | 0.035 | — |
| 2015 | 0.213 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | — | — | — |
| 2024 | 0.073 | 0.006 | 0.084 | 0.035 |
| 2023 | 0.017 | -0.003 | 0.001 | 0.042 |
| 2022 | -0.029 | -0.058 | -0.002 | 0.081 |
| 2021 | 0.019 | 0.046 | 0.022 | 0.071 |
| 2020 | -0.101 | 0.060 | 0.036 | 0.023 |
| 2019 | 0.070 | 0.003 | 0.039 | 0.001 |
| 2018 | 0.024 | 0.027 | 0.042 | -0.006 |
| 2017 | 0.052 | 0.018 | -0.007 | 0.053 |
| 2016 | -0.010 | 0.040 | 0.004 | 0.001 |
| 2015 | 0.117 | -0.041 | 0.042 | 0.087 |
| 2014 | 0.041 | 0.081 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.166 |
| 3 years | 0.097 |
| 5 years | 0.097 |
| 10 years | 0.092 |