Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 66 |
| 1 month | -0.009 | 0 | 86 |
| 3 months | -0.026 | 0 | 64 |
| 1 year | 0.064 | 0 | 55 |
| 3 years | 0.045 | 0 | 38 |
| 5 years | 0.062 | 0 | 29 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.124 | — |
| 2022 | -0.129 | — |
| 2021 | 0.099 | — |
| 2020 | 0.059 | — |
| 2019 | 0.184 | — |
| 2018 | -0.059 | — |
| 2017 | 0.103 | — |
| 2016 | 0.050 | — |
| 2015 | -0.020 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.032 | 0.006 | 0.049 | -0.009 |
| 2023 | 0.042 | 0.025 | -0.019 | 0.073 |
| 2022 | -0.050 | -0.103 | -0.038 | 0.062 |
| 2021 | 0.024 | 0.040 | 0.006 | 0.026 |
| 2020 | -0.144 | 0.103 | 0.040 | 0.078 |
| 2019 | 0.085 | 0.035 | 0.025 | 0.029 |
| 2018 | -0.036 | 0.017 | 0.026 | -0.065 |
| 2017 | 0.031 | 0.032 | 0.016 | 0.021 |
| 2016 | 0.006 | 0.008 | 0.036 | 0.000 |
| 2015 | 0.017 | -0.001 | -0.054 | 0.020 |
| 2014 | 0.036 | -0.027 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.026 |
| 5 years | 0.051 |
| 10 years | 0.036 |