Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 32 |
| 1 month | -0.047 | 0 | 28 |
| 3 months | -0.092 | 0 | 66 |
| 1 year | 0.018 | 0 | 24 |
| 3 years | 0.021 | 0 | 62 |
| 5 years | 0.049 | 0 | 38 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.067 | — |
| 2022 | -0.050 | — |
| 2021 | 0.147 | — |
| 2020 | -0.067 | — |
| 2019 | 0.171 | — |
| 2018 | 0.016 | — |
| 2017 | -0.061 | — |
| 2016 | 0.177 | — |
| 2015 | 0.079 | — |
| 2014 | 0.179 | — |
| 2013 | 0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.031 | 0.017 | 0.005 | 0.077 |
| 2023 | -0.002 | 0.020 | 0.026 | 0.021 |
| 2022 | -0.022 | -0.034 | 0.056 | -0.048 |
| 2021 | 0.059 | 0.015 | 0.037 | 0.030 |
| 2020 | -0.145 | 0.068 | 0.002 | 0.019 |
| 2019 | 0.094 | 0.014 | 0.057 | -0.001 |
| 2018 | -0.034 | 0.065 | 0.026 | -0.037 |
| 2017 | 0.014 | -0.041 | -0.021 | -0.013 |
| 2016 | -0.021 | 0.067 | 0.049 | 0.074 |
| 2015 | 0.156 | -0.039 | -0.042 | 0.014 |
| 2014 | 0.029 | 0.033 | 0.062 | 0.044 |
| 2013 | 0.065 | -0.040 | -0.013 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.021 |
| 5 years | 0.049 |
| 10 years | 0.037 |