Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 29 |
| 1 month | 0.023 | 0 | 16 |
| 3 months | -0.023 | 0 | 40 |
| 1 year | 0.026 | 0 | 43 |
| 3 years | 0.041 | 0 | 30 |
| 5 years | 0.072 | 0 | 31 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.105 | — |
| 2022 | -0.085 | — |
| 2021 | 0.152 | — |
| 2020 | 0.019 | — |
| 2019 | 0.100 | — |
| 2018 | -0.154 | — |
| 2017 | -0.008 | — |
| 2016 | 0.048 | — |
| 2015 | -0.067 | — |
| 2014 | 0.002 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.034 | 0.032 | 0.004 | -0.050 |
| 2023 | 0.019 | 0.010 | 0.008 | 0.065 |
| 2022 | -0.040 | -0.075 | -0.044 | 0.077 |
| 2021 | 0.062 | 0.035 | -0.017 | 0.066 |
| 2020 | -0.211 | 0.123 | 0.003 | 0.146 |
| 2019 | 0.061 | -0.017 | 0.008 | 0.046 |
| 2018 | -0.035 | 0.036 | 0.015 | -0.167 |
| 2017 | -0.029 | -0.015 | 0.031 | 0.006 |
| 2016 | -0.001 | -0.046 | 0.035 | 0.062 |
| 2015 | -0.007 | -0.043 | -0.057 | 0.040 |
| 2014 | 0.012 | 0.009 | -0.025 | 0.006 |
| 2013 | 0.026 | 0.025 | 0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.023 |
| 5 years | 0.061 |
| 10 years | 0.005 |