Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 57 |
| 1 month | -0.052 | 0 | 82 |
| 3 months | -0.119 | 0 | 60 |
| 1 year | -0.070 | 0 | 54 |
| 3 years | 0.002 | 0 | 38 |
| 5 years | 0.046 | 0 | 31 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.030 | — |
| 2023 | -0.021 | — |
| 2022 | 0.048 | — |
| 2021 | 0.193 | — |
| 2020 | 0.089 | — |
| 2019 | 0.187 | — |
| 2018 | 0.072 | — |
| 2017 | 0.099 | — |
| 2016 | 0.123 | — |
| 2015 | 0.123 | — |
| 2014 | 0.263 | — |
| 2013 | 0.326 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.081 | 0.007 | -0.003 | -0.051 |
| 2023 | -0.047 | 0 | 0.017 | 0.011 |
| 2022 | -0.003 | -0.018 | 0.031 | 0.038 |
| 2021 | -0.006 | 0.083 | 0.046 | 0.059 |
| 2020 | -0.062 | 0.145 | 0.008 | 0.006 |
| 2019 | 0.060 | 0.033 | 0.024 | 0.058 |
| 2018 | -0.055 | 0.104 | 0.118 | -0.081 |
| 2017 | 0.066 | 0.031 | -0.014 | 0.015 |
| 2016 | -0.039 | 0.120 | 0.039 | 0.003 |
| 2015 | 0.136 | -0.050 | -0.064 | 0.112 |
| 2014 | 0.057 | 0.025 | 0.083 | 0.076 |
| 2013 | 0.223 | 0.027 | -0.001 | 0.057 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.070 |
| 3 years | 0.002 |
| 5 years | 0.046 |
| 10 years | 0.077 |