Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 49 |
| 1 month | -0.017 | 0 | 30 |
| 3 months | -0.025 | 0 | 9 |
| 1 year | -0.005 | 0 | 68 |
| 3 years | 0.045 | 0 | 12 |
| 5 years | 0.067 | 0 | 19 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.083 | — |
| 2022 | -0.106 | — |
| 2021 | 0.016 | — |
| 2020 | 0.124 | — |
| 2019 | 0.221 | — |
| 2018 | -0.106 | — |
| 2017 | 0.294 | — |
| 2016 | 0.324 | — |
| 2015 | -0.091 | — |
| 2014 | 0.029 | — |
| 2013 | 0.055 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.056 | 0.022 | 0.026 | -0.015 |
| 2023 | 0.050 | -0.001 | 0.005 | 0.028 |
| 2022 | -0.089 | -0.032 | -0.020 | 0.035 |
| 2021 | 0.037 | 0.027 | -0.049 | 0.003 |
| 2020 | -0.209 | 0.165 | 0.034 | 0.179 |
| 2019 | 0.094 | 0.060 | 0.000 | 0.053 |
| 2018 | -0.012 | -0.051 | 0.001 | -0.048 |
| 2017 | 0.107 | 0.027 | 0.066 | 0.068 |
| 2016 | 0.072 | 0.065 | 0.174 | -0.013 |
| 2015 | 0.040 | -0.030 | -0.138 | 0.046 |
| 2014 | -0.026 | 0.057 | 0.026 | -0.025 |
| 2013 | 0.112 | -0.070 | 0.022 | -0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.045 |
| 5 years | 0.067 |
| 10 years | 0.062 |