Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 50 |
| 1 month | 0.003 | 0 | 35 |
| 3 months | 0.017 | 0 | 52 |
| 1 year | 0.040 | 0 | 50 |
| 3 years | 0.016 | 0 | 71 |
| 5 years | -0.012 | 0 | 62 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.018 | — |
| 2023 | 0.086 | — |
| 2022 | -0.176 | — |
| 2021 | -0.031 | — |
| 2020 | 0.080 | — |
| 2019 | 0.094 | — |
| 2018 | -0.016 | — |
| 2017 | 0.043 | — |
| 2016 | 0.108 | — |
| 2015 | 0.004 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.028 | — | — |
| 2024 | 0.000 | -0.002 | 0.024 | -0.004 |
| 2023 | 0.029 | -0.039 | 0.023 | 0.074 |
| 2022 | -0.057 | -0.067 | -0.115 | 0.058 |
| 2021 | -0.036 | 0.011 | -0.004 | -0.002 |
| 2020 | -0.035 | 0.076 | 0.008 | 0.033 |
| 2019 | 0.047 | 0.021 | 0.030 | -0.006 |
| 2018 | -0.007 | -0.001 | -0.003 | -0.006 |
| 2017 | 0.018 | 0.005 | 0.001 | 0.019 |
| 2016 | 0.032 | 0.041 | 0.060 | -0.028 |
| 2015 | 0.032 | -0.039 | 0.008 | 0.005 |
| 2014 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.016 |
| 5 years | -0.012 |
| 10 years | 0.021 |