Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 78 |
| 1 month | 0.021 | 0 | 19 |
| 3 months | 0.014 | 0 | 66 |
| 1 year | 0.102 | 0 | 20 |
| 3 years | 0.060 | 0 | 16 |
| 5 years | 0.083 | 0 | 16 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.118 | — |
| 2022 | -0.183 | — |
| 2021 | -0.066 | — |
| 2020 | 0.268 | — |
| 2019 | 0.233 | — |
| 2018 | -0.185 | — |
| 2017 | 0.335 | — |
| 2016 | 0.047 | — |
| 2015 | -0.123 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.024 | 0.070 | 0.075 | -0.059 |
| 2023 | 0.059 | 0.023 | -0.037 | 0.070 |
| 2022 | -0.067 | -0.119 | -0.103 | 0.107 |
| 2021 | 0.002 | 0.038 | -0.099 | -0.005 |
| 2020 | -0.239 | 0.185 | 0.133 | 0.242 |
| 2019 | 0.104 | 0.010 | -0.014 | 0.121 |
| 2018 | -0.003 | -0.091 | -0.022 | -0.080 |
| 2017 | 0.093 | 0.057 | 0.087 | 0.063 |
| 2016 | 0.007 | 0.029 | 0.065 | -0.052 |
| 2015 | 0.016 | -0.011 | -0.144 | 0.020 |
| 2014 | -0.026 | -0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.042 |
| 5 years | 0.072 |
| 10 years | 0.030 |