Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 14 |
| 1 month | -0.020 | 0 | 50 |
| 3 months | -0.035 | 0 | 15 |
| 1 year | 0.014 | 0 | 99 |
| 3 years | 0.051 | 0 | 91 |
| 5 years | 0.062 | 0 | 85 |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.132 | — |
| 2022 | -0.124 | — |
| 2021 | 0.056 | — |
| 2020 | 0.184 | — |
| 2019 | 0.125 | — |
| 2018 | -0.016 | — |
| 2017 | 0.119 | — |
| 2016 | 0.008 | — |
| 2015 | 0.138 | — |
| 2014 | 0.049 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.030 | 0.009 | 0.043 | -0.038 |
| 2023 | 0.065 | -0.001 | -0.011 | 0.076 |
| 2022 | -0.065 | -0.123 | -0.039 | 0.111 |
| 2021 | 0.031 | 0.026 | -0.025 | 0.024 |
| 2020 | -0.089 | 0.122 | 0.077 | 0.076 |
| 2019 | 0.070 | 0.012 | -0.009 | 0.049 |
| 2018 | 0.013 | 0.006 | 0.010 | -0.044 |
| 2017 | 0.047 | 0.019 | 0.013 | 0.037 |
| 2016 | -0.027 | 0.000 | 0.043 | -0.006 |
| 2015 | 0.085 | -0.005 | -0.003 | 0.057 |
| 2014 | 0.037 | 0.018 | -0.022 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.051 |
| 5 years | 0.062 |
| 10 years | 0.054 |