Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 75 |
| 1 month | 0.018 | 0 | 86 |
| 3 months | 0.011 | 0 | 95 |
| 1 year | 0.044 | 0 | 99 |
| 3 years | 0.091 | 0 | 83 |
| 5 years | 0.121 | 0 | 72 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.153 | — |
| 2022 | 0.018 | — |
| 2021 | 0.170 | — |
| 2020 | 0.036 | — |
| 2019 | 0.110 | — |
| 2018 | 0.027 | — |
| 2017 | 0.156 | — |
| 2016 | 0.056 | — |
| 2015 | 0.011 | — |
| 2014 | 0.241 | — |
| 2013 | 0.039 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.043 | 0.046 | 0.053 | -0.057 |
| 2023 | -0.017 | 0.069 | 0.030 | 0.066 |
| 2022 | 0.004 | -0.064 | 0.053 | 0.028 |
| 2021 | 0.035 | 0.050 | 0.082 | -0.004 |
| 2020 | -0.142 | 0.062 | 0.027 | 0.108 |
| 2019 | 0.053 | 0.017 | 0.001 | 0.036 |
| 2018 | -0.026 | 0.026 | 0.015 | 0.012 |
| 2017 | 0.062 | 0.030 | 0.017 | 0.039 |
| 2016 | 0.004 | 0.033 | 0.038 | -0.019 |
| 2015 | 0.022 | -0.008 | -0.004 | 0.001 |
| 2014 | 0.047 | 0.101 | 0.027 | 0.048 |
| 2013 | -0.010 | 0.031 | -0.041 | 0.060 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.091 |
| 5 years | 0.121 |
| 10 years | 0.081 |