Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 29 |
| 1 month | -0.022 | 0 | 41 |
| 3 months | -0.041 | 0 | 26 |
| 1 year | 0.033 | 0 | 36 |
| 3 years | 0.010 | 0 | 66 |
| 5 years | 0.031 | 0 | 81 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.062 | — |
| 2022 | -0.189 | — |
| 2021 | 0.125 | — |
| 2020 | 0.028 | — |
| 2019 | 0.175 | — |
| 2018 | -0.092 | — |
| 2017 | 0.145 | — |
| 2016 | 0.053 | — |
| 2015 | -0.042 | — |
| 2014 | 0.079 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.067 | 0.017 | 0.020 | -0.018 |
| 2023 | 0.034 | 0.019 | -0.024 | 0.033 |
| 2022 | -0.070 | -0.101 | -0.055 | 0.025 |
| 2021 | 0.057 | 0.054 | -0.024 | 0.035 |
| 2020 | -0.119 | 0.079 | 0.021 | 0.059 |
| 2019 | 0.091 | 0.035 | 0.003 | 0.037 |
| 2018 | -0.030 | -0.004 | 0.016 | -0.076 |
| 2017 | 0.050 | 0.016 | 0.022 | 0.049 |
| 2016 | -0.011 | 0.022 | 0.035 | 0.008 |
| 2015 | 0.015 | -0.022 | -0.073 | 0.040 |
| 2014 | 0.018 | 0.039 | 0.000 | 0.019 |
| 2013 | 0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | -0.001 |
| 5 years | 0.025 |
| 10 years | 0.022 |