Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 25 |
| 1 month | -0.007 | 0 | 49 |
| 3 months | -0.059 | 0 | 29 |
| 1 year | -0.006 | 0 | 60 |
| 3 years | 0.050 | 0 | 24 |
| 5 years | 0.070 | 0 | 25 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.099 | — |
| 2022 | -0.090 | — |
| 2021 | 0.184 | — |
| 2020 | 0.033 | — |
| 2019 | 0.158 | — |
| 2018 | -0.082 | — |
| 2017 | 0.025 | — |
| 2016 | 0.039 | — |
| 2015 | 0.042 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.077 | 0.012 | 0.012 | -0.002 |
| 2023 | 0.042 | 0.032 | -0.018 | 0.042 |
| 2022 | -0.058 | -0.074 | -0.008 | 0.050 |
| 2021 | 0.072 | 0.032 | 0.008 | 0.061 |
| 2020 | -0.120 | 0.093 | 0.051 | 0.023 |
| 2019 | 0.101 | 0.021 | 0.017 | 0.014 |
| 2018 | -0.019 | 0.010 | 0.025 | -0.096 |
| 2017 | 0.020 | -0.003 | 0.009 | -0.002 |
| 2016 | -0.013 | 0.010 | 0.016 | 0.027 |
| 2015 | 0.064 | -0.024 | -0.036 | 0.040 |
| 2014 | 0.002 | 0.044 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.044 |
| 5 years | 0.067 |
| 10 years | 0.036 |