Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 83 |
| 1 month | -0.005 | 0 | 76 |
| 3 months | 0.000 | 0 | 76 |
| 1 year | 0.068 | 0 | 73 |
| 3 years | 0.039 | 0 | 71 |
| 5 years | 0.021 | 0 | 69 |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.090 | — |
| 2022 | -0.163 | — |
| 2021 | -0.035 | — |
| 2020 | 0.064 | — |
| 2019 | 0.128 | — |
| 2018 | -0.062 | — |
| 2017 | 0.084 | — |
| 2016 | 0.083 | — |
| 2015 | -0.018 | — |
| 2014 | 0.033 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.022 | -0.001 | 0.059 | -0.022 |
| 2023 | 0.015 | 0.013 | -0.027 | 0.090 |
| 2022 | -0.084 | -0.119 | -0.045 | 0.086 |
| 2021 | -0.044 | 0.032 | -0.008 | -0.014 |
| 2020 | -0.125 | 0.117 | 0.025 | 0.063 |
| 2019 | 0.059 | 0.038 | 0.003 | 0.024 |
| 2018 | -0.019 | -0.040 | 0.012 | -0.015 |
| 2017 | 0.034 | 0.018 | 0.022 | 0.007 |
| 2016 | 0.040 | 0.046 | 0.037 | -0.040 |
| 2015 | 0.020 | -0.003 | -0.036 | 0.002 |
| 2014 | 0.025 | 0.047 | -0.015 | -0.023 |
| 2013 | -0.062 | 0.002 | 0.006 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.018 |
| 5 years | 0.009 |
| 10 years | 0.010 |