Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 21 |
| 1 month | 0.004 | 0 | 8 |
| 3 months | -0.033 | 0 | 31 |
| 1 year | 0.020 | 0 | 70 |
| 3 years | 0.025 | 0 | 45 |
| 5 years | 0.029 | 0 | 73 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.039 | — |
| 2022 | -0.099 | — |
| 2021 | 0.009 | — |
| 2020 | 0.103 | — |
| 2019 | 0.100 | — |
| 2018 | -0.116 | — |
| 2017 | 0.039 | — |
| 2016 | 0.030 | — |
| 2015 | -0.006 | — |
| 2014 | 0.060 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | — | — | — |
| 2024 | 0.062 | 0.010 | -0.007 | 0.009 |
| 2023 | 0.010 | 0.002 | -0.016 | 0.044 |
| 2022 | -0.067 | -0.050 | -0.007 | 0.024 |
| 2021 | 0.019 | 0.025 | -0.018 | -0.017 |
| 2020 | -0.064 | 0.086 | 0.022 | 0.062 |
| 2019 | 0.046 | 0.020 | 0.005 | 0.025 |
| 2018 | -0.017 | -0.002 | -0.016 | -0.085 |
| 2017 | 0.029 | -0.007 | 0.011 | 0.007 |
| 2016 | -0.023 | 0.015 | 0.023 | 0.015 |
| 2015 | 0.120 | -0.027 | -0.094 | 0.008 |
| 2014 | -0.001 | 0.043 | 0.001 | 0.016 |
| 2013 | 0.001 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.014 |
| 5 years | 0.023 |
| 10 years | 0.000 |