Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 52 |
| 1 month | 0.012 | 0 | 8 |
| 3 months | 0.006 | 0 | 30 |
| 1 year | 0.056 | 0 | 63 |
| 3 years | 0.013 | 0 | 86 |
| 5 years | -0.004 | 0 | 92 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.074 | — |
| 2022 | -0.152 | — |
| 2021 | -0.018 | — |
| 2020 | 0.027 | — |
| 2019 | 0.053 | — |
| 2018 | -0.007 | — |
| 2017 | 0.016 | — |
| 2016 | 0.037 | — |
| 2015 | -0.002 | — |
| 2014 | 0.084 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.002 | -0.002 | 0.034 | 0.005 |
| 2023 | 0.016 | 0.003 | -0.003 | 0.057 |
| 2022 | -0.055 | -0.069 | -0.038 | 0.003 |
| 2021 | -0.011 | 0.000 | 0.000 | -0.006 |
| 2020 | -0.038 | 0.037 | 0.015 | 0.015 |
| 2019 | 0.029 | 0.019 | 0.015 | -0.011 |
| 2018 | -0.001 | -0.001 | -0.002 | -0.004 |
| 2017 | 0.000 | 0.002 | 0.008 | 0.006 |
| 2016 | 0.023 | 0.015 | 0.015 | -0.016 |
| 2015 | 0.018 | -0.028 | 0.002 | 0.007 |
| 2014 | 0.023 | 0.024 | 0.020 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.013 |
| 5 years | -0.004 |
| 10 years | 0.005 |