Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 93 |
| 1 month | -0.034 | 0 | 80 |
| 3 months | -0.033 | 0 | 93 |
| 1 year | 0.047 | 0 | 92 |
| 3 years | 0.048 | 0 | 89 |
| 5 years | 0.024 | 0 | 91 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.011 | — |
| 2022 | 0.070 | — |
| 2021 | 0.072 | — |
| 2020 | -0.079 | — |
| 2019 | 0.033 | — |
| 2018 | 0.059 | — |
| 2017 | -0.120 | — |
| 2016 | 0.031 | — |
| 2015 | 0.110 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.034 | 0.019 | -0.023 | 0.088 |
| 2023 | -0.007 | 0.004 | 0.044 | -0.028 |
| 2022 | 0.019 | 0.062 | 0.070 | -0.076 |
| 2021 | 0.040 | -0.009 | 0.022 | 0.018 |
| 2020 | 0.027 | -0.023 | -0.042 | -0.042 |
| 2019 | 0.022 | -0.009 | 0.046 | -0.024 |
| 2018 | -0.020 | 0.058 | 0.006 | 0.016 |
| 2017 | -0.014 | -0.062 | -0.035 | -0.014 |
| 2016 | -0.047 | 0.027 | -0.012 | 0.067 |
| 2015 | 0.128 | -0.038 | -0.003 | 0.026 |
| 2014 | 0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.048 |
| 5 years | 0.024 |
| 10 years | 0.012 |