Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | -0.012 | 0 | — |
| 1 year | 0.039 | 0 | — |
| 3 years | 0.023 | 0 | — |
| 5 years | 0.063 | 0 | — |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.037 | — |
| 2022 | -0.038 | — |
| 2021 | 0.111 | — |
| 2020 | 0.128 | — |
| 2019 | 0.133 | — |
| 2018 | -0.056 | — |
| 2017 | 0.057 | — |
| 2016 | 0.132 | — |
| 2015 | 0.003 | — |
| 2014 | 0.059 | — |
| 2013 | 0.096 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.027 | -0.021 | 0.039 | -0.002 |
| 2023 | 0.017 | -0.012 | -0.010 | 0.043 |
| 2022 | 0.005 | -0.072 | 0.008 | 0.023 |
| 2021 | 0.063 | 0.034 | 0.005 | 0.005 |
| 2020 | -0.101 | 0.122 | 0.039 | 0.075 |
| 2019 | 0.051 | 0.034 | 0.018 | 0.024 |
| 2018 | -0.030 | 0.030 | 0.008 | -0.062 |
| 2017 | 0.020 | 0.008 | -0.002 | 0.030 |
| 2016 | 0.002 | 0.036 | 0.058 | 0.032 |
| 2015 | 0.047 | -0.019 | -0.037 | 0.014 |
| 2014 | -0.007 | 0.004 | 0.023 | 0.039 |
| 2013 | 0.098 | -0.015 | 0.004 | 0.009 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | -0.002 |
| 5 years | 0.048 |
| 10 years | 0.042 |