Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 6 |
| 1 month | -0.013 | 0 | 23 |
| 3 months | -0.038 | 0 | 6 |
| 1 year | 0.015 | 0 | 53 |
| 3 years | 0.016 | 0 | 44 |
| 5 years | 0.061 | 0 | 55 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.011 | — |
| 2022 | 0.002 | — |
| 2021 | 0.114 | — |
| 2020 | 0.014 | — |
| 2019 | 0.184 | — |
| 2018 | 0.000 | — |
| 2017 | 0.183 | — |
| 2016 | 0.294 | — |
| 2015 | 0.009 | — |
| 2014 | 0.110 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | -0.002 | 0.037 | 0.043 | -0.015 |
| 2023 | -0.007 | -0.025 | 0.003 | 0.042 |
| 2022 | 0.012 | -0.026 | -0.004 | 0.021 |
| 2021 | 0.066 | 0.005 | 0.018 | 0.022 |
| 2020 | -0.204 | 0.154 | -0.004 | 0.109 |
| 2019 | 0.117 | 0.070 | -0.006 | -0.003 |
| 2018 | -0.040 | 0.060 | 0.047 | -0.061 |
| 2017 | 0.104 | 0.003 | 0.000 | 0.069 |
| 2016 | 0.055 | 0.096 | 0.122 | -0.003 |
| 2015 | 0.092 | -0.049 | -0.101 | 0.080 |
| 2014 | 0.008 | 0.033 | 0.012 | 0.054 |
| 2013 | 0.000 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.016 |
| 5 years | 0.061 |
| 10 years | 0.070 |