Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 98 |
| 1 month | -0.008 | 0 | 100 |
| 3 months | 0.000 | 0 | 98 |
| 1 year | 0.068 | 0 | 78 |
| 3 years | 0.028 | 0 | 28 |
| 5 years | 0.020 | 0 | 92 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.042 | — |
| 2023 | 0.071 | — |
| 2022 | -0.138 | — |
| 2021 | 0.024 | — |
| 2020 | 0.077 | — |
| 2019 | 0.152 | — |
| 2018 | -0.042 | — |
| 2017 | 0.070 | — |
| 2016 | 0.099 | — |
| 2015 | -0.026 | — |
| 2014 | 0.060 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.011 | -0.003 | 0.061 | -0.026 |
| 2023 | 0.023 | 0.004 | -0.027 | 0.072 |
| 2022 | -0.060 | -0.082 | -0.048 | 0.050 |
| 2021 | -0.021 | 0.035 | -0.003 | 0.014 |
| 2020 | -0.078 | 0.091 | 0.024 | 0.046 |
| 2019 | 0.063 | 0.038 | 0.027 | 0.017 |
| 2018 | -0.022 | -0.005 | 0.017 | -0.033 |
| 2017 | 0.020 | 0.020 | 0.016 | 0.013 |
| 2016 | 0.043 | 0.043 | 0.020 | -0.010 |
| 2015 | 0.014 | -0.026 | -0.017 | 0.003 |
| 2014 | 0.024 | 0.031 | -0.009 | 0.012 |
| 2013 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.028 |
| 5 years | 0.020 |
| 10 years | 0.030 |