Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 91 |
| 1 month | 0.007 | 0 | 9 |
| 3 months | -0.062 | 0 | 96 |
| 1 year | 0.015 | 0 | 92 |
| 3 years | 0.008 | 0 | 92 |
| 5 years | 0.028 | 0 | 87 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.089 | — |
| 2022 | -0.182 | — |
| 2021 | 0.092 | — |
| 2020 | 0.128 | — |
| 2019 | 0.195 | — |
| 2018 | -0.022 | — |
| 2017 | 0.134 | — |
| 2016 | 0.097 | — |
| 2015 | 0.049 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.029 | -0.009 | 0.013 | 0.014 |
| 2023 | 0.015 | -0.002 | -0.022 | 0.099 |
| 2022 | -0.084 | -0.101 | -0.037 | 0.031 |
| 2021 | -0.006 | 0.052 | 0.027 | 0.017 |
| 2020 | -0.103 | 0.140 | 0.029 | 0.071 |
| 2019 | 0.079 | 0.054 | 0.017 | 0.033 |
| 2018 | -0.033 | 0.055 | 0.022 | -0.063 |
| 2017 | 0.048 | 0.030 | 0.024 | 0.027 |
| 2016 | -0.007 | 0.020 | 0.075 | 0.008 |
| 2015 | 0.054 | -0.018 | -0.035 | 0.050 |
| 2014 | 0.056 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.008 |
| 5 years | 0.028 |
| 10 years | 0.050 |