Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 16 |
| 1 month | -0.036 | 0 | 40 |
| 3 months | -0.059 | 0 | 34 |
| 1 year | 0.030 | 0 | 27 |
| 3 years | 0.004 | 0 | 59 |
| 5 years | 0.031 | 0 | 76 |
| 10 years | -0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.065 | — |
| 2022 | -0.177 | — |
| 2021 | 0.053 | — |
| 2020 | -0.005 | — |
| 2019 | 0.200 | — |
| 2018 | -0.093 | — |
| 2017 | 0.084 | — |
| 2016 | 0.059 | — |
| 2015 | -0.064 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.043 | 0.049 | 0.032 | -0.015 |
| 2023 | 0.036 | 0.006 | -0.015 | 0.038 |
| 2022 | -0.048 | -0.080 | -0.059 | -0.001 |
| 2021 | 0.074 | 0.013 | -0.034 | 0.002 |
| 2020 | -0.220 | 0.084 | 0.016 | 0.159 |
| 2019 | 0.099 | 0.009 | 0.012 | 0.069 |
| 2018 | -0.024 | -0.035 | 0.020 | -0.056 |
| 2017 | 0.071 | -0.027 | 0.004 | 0.037 |
| 2016 | -0.017 | 0.046 | 0.040 | -0.010 |
| 2015 | 0.148 | -0.045 | -0.155 | 0.010 |
| 2014 | 0.036 | 0.017 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.004 |
| 5 years | 0.031 |
| 10 years | -0.003 |