Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 31 |
| 1 month | 0.004 | 0 | 46 |
| 3 months | -0.004 | 0 | 27 |
| 1 year | 0.075 | 0 | 37 |
| 3 years | 0.032 | 0 | 70 |
| 5 years | 0.039 | 0 | 77 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.097 | — |
| 2022 | -0.143 | — |
| 2021 | 0.049 | — |
| 2020 | 0.070 | — |
| 2019 | 0.141 | — |
| 2018 | -0.052 | — |
| 2017 | 0.087 | — |
| 2016 | 0.056 | — |
| 2015 | -0.018 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.023 | 0.009 | 0.049 | -0.019 |
| 2023 | 0.030 | 0.012 | -0.023 | 0.077 |
| 2022 | -0.037 | -0.095 | -0.049 | 0.034 |
| 2021 | 0.002 | 0.033 | -0.005 | 0.019 |
| 2020 | -0.110 | 0.094 | 0.037 | 0.060 |
| 2019 | 0.066 | 0.029 | 0.011 | 0.029 |
| 2018 | -0.009 | -0.010 | 0.006 | -0.039 |
| 2017 | 0.026 | 0.018 | 0.020 | 0.020 |
| 2016 | 0.019 | 0.016 | 0.027 | -0.008 |
| 2015 | 0.021 | -0.022 | -0.032 | 0.015 |
| 2014 | 0.018 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.018 |
| 5 years | 0.030 |
| 10 years | 0.026 |