Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 95 |
| 1 month | -0.019 | 0 | 98 |
| 3 months | -0.023 | 0 | 99 |
| 1 year | 0.077 | 0 | 57 |
| 3 years | 0.085 | 0 | 5 |
| 5 years | 0.080 | 0 | 3 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.187 | — |
| 2022 | -0.162 | — |
| 2021 | 0.023 | — |
| 2020 | 0.041 | — |
| 2019 | 0.185 | — |
| 2018 | -0.048 | — |
| 2017 | 0.146 | — |
| 2016 | 0.146 | — |
| 2015 | -0.016 | — |
| 2014 | 0.059 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.071 | 0.000 | 0.045 | 0.022 |
| 2023 | -0.004 | 0.077 | 0.009 | 0.097 |
| 2022 | -0.087 | -0.127 | -0.053 | 0.111 |
| 2021 | -0.016 | 0.048 | 0.010 | -0.017 |
| 2020 | -0.161 | 0.120 | 0.020 | 0.086 |
| 2019 | 0.062 | 0.046 | 0.028 | 0.039 |
| 2018 | 0.003 | -0.043 | 0.004 | -0.011 |
| 2017 | 0.047 | 0.034 | 0.033 | 0.025 |
| 2016 | 0.040 | 0.036 | 0.070 | -0.006 |
| 2015 | 0.005 | 0.007 | -0.048 | 0.021 |
| 2014 | 0.013 | 0.056 | 0.015 | -0.025 |
| 2013 | 0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.085 |
| 5 years | 0.080 |
| 10 years | 0.056 |