Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.200 | 0 | — |
| 1 month | 0.061 | 0 | — |
| 3 months | 0.113 | 0 | — |
| 1 year | 0.188 | 0 | — |
| 3 years | 0.174 | 0 | — |
| 5 years | 0.179 | 0 | — |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.182 | — |
| 2022 | -0.052 | — |
| 2021 | 0.180 | — |
| 2020 | 0.143 | — |
| 2019 | 0.238 | — |
| 2018 | -0.114 | — |
| 2017 | 0.136 | — |
| 2016 | -0.029 | — |
| 2015 | 0.064 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.131 | — | — | — |
| 2024 | 0.097 | -0.016 | 0.069 | -0.080 |
| 2023 | 0.093 | 0.016 | -0.035 | 0.103 |
| 2022 | -0.067 | -0.124 | -0.033 | 0.199 |
| 2021 | 0.056 | 0.087 | -0.028 | 0.057 |
| 2020 | -0.229 | 0.222 | 0.022 | 0.186 |
| 2019 | 0.089 | 0.031 | 0.001 | 0.101 |
| 2018 | 0.000 | 0.043 | 0.053 | -0.193 |
| 2017 | 0.012 | 0.082 | 0.047 | -0.009 |
| 2016 | -0.069 | -0.033 | 0.049 | 0.029 |
| 2015 | 0.023 | 0.040 | -0.036 | 0.038 |
| 2014 | -0.002 | -0.044 | 0.000 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.188 |
| 3 years | 0.174 |
| 5 years | 0.179 |
| 10 years | 0.089 |