Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 3 |
| 1 month | 0.004 | 0 | 98 |
| 3 months | -0.005 | 0 | 1 |
| 1 year | -0.007 | 0 | 10 |
| 3 years | 0.041 | 0 | 94 |
| 5 years | 0.002 | 0 | 90 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.059 | — |
| 2022 | -0.111 | — |
| 2021 | -0.022 | — |
| 2020 | 0.028 | — |
| 2019 | 0.095 | — |
| 2018 | -0.053 | — |
| 2017 | 0.046 | — |
| 2016 | 0.083 | — |
| 2015 | -0.026 | — |
| 2014 | 0.020 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | -0.030 | — | — |
| 2024 | 0.031 | 0.011 | 0.021 | -0.004 |
| 2023 | 0.011 | 0.013 | 0.006 | 0.027 |
| 2022 | -0.074 | -0.067 | -0.016 | 0.045 |
| 2021 | -0.023 | 0.010 | 0.007 | -0.016 |
| 2020 | -0.152 | 0.128 | 0.024 | 0.049 |
| 2019 | 0.046 | 0.036 | 0.001 | 0.009 |
| 2018 | -0.020 | -0.022 | 0.002 | -0.014 |
| 2017 | 0.016 | 0.010 | 0.023 | -0.004 |
| 2016 | 0.029 | 0.039 | 0.025 | -0.012 |
| 2015 | 0.007 | 0.006 | -0.035 | -0.004 |
| 2014 | 0.021 | 0.032 | -0.008 | -0.024 |
| 2013 | 0.000 | 0.009 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.031 |
| 5 years | -0.004 |
| 10 years | 0.009 |