Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 77 |
| 1 month | -0.014 | 0 | 81 |
| 3 months | 0.011 | 0 | 77 |
| 1 year | 0.055 | 0 | 25 |
| 3 years | 0.005 | 0 | 67 |
| 5 years | 0.027 | 0 | 30 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.082 | — |
| 2022 | -0.209 | — |
| 2021 | -0.027 | — |
| 2020 | 0.021 | — |
| 2019 | 0.115 | — |
| 2018 | -0.083 | — |
| 2017 | 0.103 | — |
| 2016 | 0.095 | — |
| 2015 | 0.010 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.019 | 0.001 | 0.056 | -0.014 |
| 2023 | -0.005 | 0.017 | -0.026 | 0.097 |
| 2022 | -0.095 | -0.137 | -0.065 | 0.083 |
| 2021 | -0.051 | 0.044 | -0.007 | -0.011 |
| 2020 | -0.201 | 0.164 | 0.022 | 0.074 |
| 2019 | 0.064 | 0.034 | -0.004 | 0.017 |
| 2018 | -0.026 | -0.050 | 0.019 | -0.028 |
| 2017 | 0.041 | 0.019 | 0.029 | 0.011 |
| 2016 | 0.039 | 0.054 | 0.047 | -0.045 |
| 2015 | 0.024 | -0.005 | -0.026 | 0.018 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.005 |
| 5 years | 0.027 |
| 10 years | 0.011 |