Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 27 |
| 1 month | -0.005 | 0 | 29 |
| 3 months | -0.032 | 0 | 30 |
| 1 year | 0.012 | 0 | 83 |
| 3 years | 0.001 | 0 | 87 |
| 5 years | 0.014 | 0 | 100 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.068 | — |
| 2022 | -0.173 | — |
| 2021 | 0.080 | — |
| 2020 | -0.086 | — |
| 2019 | 0.248 | — |
| 2018 | -0.106 | — |
| 2017 | 0.072 | — |
| 2016 | 0.005 | — |
| 2015 | 0.059 | — |
| 2014 | 0.052 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.023 | 0.008 | 0.024 | -0.016 |
| 2023 | 0.026 | 0.013 | -0.031 | 0.061 |
| 2022 | -0.074 | -0.076 | -0.054 | 0.022 |
| 2021 | 0.017 | 0.034 | 0.000 | 0.027 |
| 2020 | -0.185 | 0.052 | 0.015 | 0.050 |
| 2019 | 0.118 | 0.031 | 0.023 | 0.057 |
| 2018 | -0.033 | 0.015 | 0.020 | -0.108 |
| 2017 | 0.026 | 0.015 | 0.014 | 0.015 |
| 2016 | -0.043 | -0.005 | 0.028 | 0.026 |
| 2015 | 0.096 | -0.018 | -0.080 | 0.069 |
| 2014 | 0.004 | 0.031 | 0.001 | 0.015 |
| 2013 | -0.015 | 0.053 | 0.066 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | -0.005 |
| 5 years | 0.010 |
| 10 years | 0.001 |