Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 87 |
| 1 month | -0.044 | 0 | 87 |
| 3 months | -0.030 | 0 | 87 |
| 1 year | 0.051 | 0 | 31 |
| 3 years | 0.046 | 0 | 19 |
| 5 years | 0.052 | 0 | 65 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | 0.089 | — |
| 2022 | -0.130 | — |
| 2021 | 0.039 | — |
| 2020 | 0.074 | — |
| 2019 | 0.106 | — |
| 2018 | -0.033 | — |
| 2017 | 0.072 | — |
| 2016 | 0.056 | — |
| 2015 | 0.039 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.066 | 0.014 | 0.032 | 0.035 |
| 2023 | 0.024 | 0.030 | -0.014 | 0.048 |
| 2022 | -0.072 | -0.052 | -0.015 | 0.003 |
| 2021 | 0.009 | 0.026 | -0.002 | 0.006 |
| 2020 | -0.082 | 0.083 | 0.028 | 0.051 |
| 2019 | 0.066 | 0.018 | 0.006 | 0.013 |
| 2018 | -0.021 | 0.026 | 0.004 | -0.042 |
| 2017 | 0.040 | 0.002 | 0.010 | 0.019 |
| 2016 | -0.006 | 0.012 | 0.035 | 0.015 |
| 2015 | 0.090 | -0.020 | -0.034 | 0.007 |
| 2014 | 0.019 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.025 |
| 5 years | 0.040 |
| 10 years | 0.026 |