Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 81 |
| 1 month | -0.004 | 0 | 44 |
| 3 months | -0.047 | 0 | 81 |
| 1 year | 0.027 | 0 | 77 |
| 3 years | 0.008 | 0 | 93 |
| 5 years | 0.026 | 0 | 90 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.052 | — |
| 2022 | -0.115 | — |
| 2021 | 0.057 | — |
| 2020 | 0.087 | — |
| 2019 | 0.131 | — |
| 2018 | -0.030 | — |
| 2017 | 0.064 | — |
| 2016 | 0.102 | — |
| 2015 | 0.041 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.023 | 0.008 | 0.032 | -0.009 |
| 2023 | 0.014 | -0.004 | -0.027 | 0.070 |
| 2022 | -0.043 | -0.072 | -0.038 | 0.036 |
| 2021 | -0.001 | 0.032 | 0.012 | 0.012 |
| 2020 | -0.083 | 0.106 | 0.013 | 0.057 |
| 2019 | 0.052 | 0.039 | 0.027 | 0.008 |
| 2018 | -0.027 | 0.041 | 0.016 | -0.057 |
| 2017 | 0.025 | 0.015 | 0.003 | 0.019 |
| 2016 | 0 | 0.027 | 0.059 | 0.013 |
| 2015 | 0.065 | -0.028 | -0.042 | 0.050 |
| 2014 | 0.007 | 0.020 | 0.038 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.008 |
| 5 years | 0.026 |
| 10 years | 0.034 |