Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | — |
| 1 month | -0.028 | 0 | — |
| 3 months | -0.044 | 0 | — |
| 1 year | 0.025 | 0 | — |
| 3 years | 0.008 | 0 | — |
| 5 years | 0.022 | 0 | — |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.072 | — |
| 2022 | -0.154 | — |
| 2021 | 0.064 | — |
| 2020 | 0.041 | — |
| 2019 | 0.136 | — |
| 2018 | -0.102 | — |
| 2017 | 0.033 | — |
| 2016 | 0.006 | — |
| 2015 | 0.036 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.040 | 0.016 | 0.019 | 0.020 |
| 2023 | 0.013 | 0.026 | -0.022 | 0.055 |
| 2022 | -0.055 | -0.082 | -0.023 | -0.002 |
| 2021 | 0.011 | 0.023 | -0.006 | 0.034 |
| 2020 | -0.113 | 0.106 | 0.017 | 0.043 |
| 2019 | 0.073 | 0.018 | 0.017 | 0.023 |
| 2018 | -0.026 | -0.005 | 0.004 | -0.076 |
| 2017 | 0.010 | 0.005 | -0.002 | 0.021 |
| 2016 | -0.034 | -0.003 | 0.025 | 0.019 |
| 2015 | 0.089 | -0.024 | -0.066 | 0.043 |
| 2014 | 0.031 | 0.016 | 0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.008 |
| 5 years | 0.022 |
| 10 years | 0.006 |