Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 69 |
| 1 month | -0.012 | 0 | 90 |
| 3 months | -0.029 | 0 | 70 |
| 1 year | 0.041 | 0 | 85 |
| 3 years | 0.014 | 0 | 92 |
| 5 years | 0.024 | 0 | 94 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.039 | — |
| 2022 | -0.069 | — |
| 2021 | 0.117 | — |
| 2020 | 0.007 | — |
| 2019 | 0.114 | — |
| 2018 | -0.033 | — |
| 2017 | 0.046 | — |
| 2016 | 0.042 | — |
| 2015 | 0.029 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.021 | -0.032 | 0.063 | -0.015 |
| 2023 | 0.023 | -0.003 | -0.009 | 0.027 |
| 2022 | -0.036 | -0.044 | -0.029 | 0.041 |
| 2021 | 0.034 | 0.029 | 0.012 | 0.038 |
| 2020 | -0.041 | 0.020 | 0.009 | 0.020 |
| 2019 | 0.059 | 0.011 | 0.026 | 0.014 |
| 2018 | -0.019 | -0.004 | 0.022 | -0.032 |
| 2017 | 0.032 | 0.003 | -0.004 | 0.015 |
| 2016 | 0.049 | 0.016 | 0.001 | -0.023 |
| 2015 | 0.039 | -0.027 | -0.001 | 0.020 |
| 2014 | 0.028 | 0.029 | 0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.004 |
| 5 years | 0.018 |
| 10 years | 0.024 |