Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 31 |
| 1 month | -0.024 | 0 | 71 |
| 3 months | -0.035 | 0 | 36 |
| 1 year | 0.063 | 0 | 12 |
| 3 years | 0.045 | 0 | 17 |
| 5 years | 0.051 | 0 | 39 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.094 | — |
| 2022 | -0.117 | — |
| 2021 | 0.090 | — |
| 2020 | 0.046 | — |
| 2019 | 0.138 | — |
| 2018 | -0.091 | — |
| 2017 | 0.047 | — |
| 2016 | 0.044 | — |
| 2015 | 0.013 | — |
| 2014 | 0.098 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.045 | 0.012 | 0.044 | 0.019 |
| 2023 | 0.040 | 0.018 | -0.008 | 0.042 |
| 2022 | -0.028 | -0.084 | -0.042 | 0.034 |
| 2021 | 0.040 | 0.030 | -0.007 | 0.024 |
| 2020 | -0.101 | 0.080 | 0.011 | 0.066 |
| 2019 | 0.085 | 0.000 | 0.027 | 0.021 |
| 2018 | -0.029 | 0.011 | 0.012 | -0.085 |
| 2017 | 0.026 | 0.005 | 0.005 | 0.010 |
| 2016 | -0.024 | 0.008 | 0.023 | 0.037 |
| 2015 | 0.086 | -0.023 | -0.083 | 0.040 |
| 2014 | 0.011 | 0.029 | 0.019 | 0.036 |
| 2013 | 0.010 | 0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.045 |
| 5 years | 0.051 |
| 10 years | 0.026 |