Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 80 |
| 1 month | -0.010 | 0 | 30 |
| 3 months | -0.036 | 0 | 84 |
| 1 year | 0.071 | 0 | 93 |
| 3 years | 0.027 | 0 | 99 |
| 5 years | 0.046 | 0 | 82 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.067 | — |
| 2022 | -0.120 | — |
| 2021 | 0.108 | — |
| 2020 | 0.049 | — |
| 2019 | 0.149 | — |
| 2018 | -0.063 | — |
| 2017 | 0.063 | — |
| 2016 | 0.102 | — |
| 2015 | -0.063 | — |
| 2014 | 0.031 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.026 | -0.005 | 0.061 | -0.002 |
| 2023 | 0.029 | 0.003 | -0.040 | 0.077 |
| 2022 | -0.027 | -0.104 | -0.024 | 0.034 |
| 2021 | 0.016 | 0.044 | 0.001 | 0.043 |
| 2020 | -0.122 | 0.098 | 0.028 | 0.058 |
| 2019 | 0.092 | 0.027 | 0.011 | 0.013 |
| 2018 | -0.024 | 0.029 | -0.001 | -0.066 |
| 2017 | 0.023 | -0.002 | 0.013 | 0.027 |
| 2016 | 0.032 | 0.027 | 0.030 | 0.010 |
| 2015 | 0.015 | -0.024 | -0.051 | -0.004 |
| 2014 | 0.035 | 0.033 | -0.018 | -0.018 |
| 2013 | -0.031 | 0.035 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.027 |
| 5 years | 0.046 |
| 10 years | 0.030 |