Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 87 |
| 1 month | -0.022 | 0 | 88 |
| 3 months | -0.052 | 0 | 87 |
| 1 year | 0.026 | 0 | 66 |
| 3 years | 0.023 | 0 | 65 |
| 5 years | 0.054 | 0 | 31 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.057 | — |
| 2022 | -0.102 | — |
| 2021 | 0.141 | — |
| 2020 | -0.047 | — |
| 2019 | 0.140 | — |
| 2018 | -0.089 | — |
| 2017 | 0.104 | — |
| 2016 | 0.016 | — |
| 2015 | 0.046 | — |
| 2014 | 0.064 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | — | — | — |
| 2024 | 0.051 | 0.013 | 0.021 | 0.015 |
| 2023 | -0.001 | 0.019 | -0.022 | 0.061 |
| 2022 | -0.035 | -0.070 | -0.014 | 0.015 |
| 2021 | 0.048 | 0.038 | 0.003 | 0.045 |
| 2020 | -0.194 | 0.075 | 0.020 | 0.077 |
| 2019 | 0.083 | 0.013 | 0.011 | 0.029 |
| 2018 | -0.026 | 0.020 | 0.005 | -0.088 |
| 2017 | 0.025 | 0.029 | 0.017 | 0.030 |
| 2016 | -0.017 | -0.015 | 0.043 | 0.006 |
| 2015 | 0.077 | -0.024 | -0.048 | 0.044 |
| 2014 | 0.021 | 0.027 | -0.008 | 0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.002 |
| 5 years | 0.041 |
| 10 years | 0.015 |