Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 16 |
| 1 month | 0.000 | 0 | 19 |
| 3 months | -0.016 | 0 | 12 |
| 1 year | 0.121 | 0 | 14 |
| 3 years | 0.062 | 0 | 33 |
| 5 years | 0.093 | 0 | 12 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.093 | — |
| 2022 | -0.077 | — |
| 2021 | 0.163 | — |
| 2020 | 0.067 | — |
| 2019 | 0.157 | — |
| 2018 | -0.083 | — |
| 2017 | 0.064 | — |
| 2016 | 0.113 | — |
| 2015 | -0.037 | — |
| 2014 | 0.082 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.045 | -0.004 | 0.078 | 0.018 |
| 2023 | 0.033 | 0.008 | -0.028 | 0.080 |
| 2022 | 0.008 | -0.107 | -0.015 | 0.043 |
| 2021 | 0.048 | 0.061 | 0.000 | 0.045 |
| 2020 | -0.147 | 0.118 | 0.037 | 0.079 |
| 2019 | 0.097 | 0.020 | 0.016 | 0.018 |
| 2018 | -0.031 | 0.041 | -0.005 | -0.086 |
| 2017 | 0.020 | -0.010 | 0.020 | 0.033 |
| 2016 | 0.018 | 0.024 | 0.047 | 0.021 |
| 2015 | 0.038 | -0.014 | -0.061 | 0.001 |
| 2014 | 0.050 | 0.042 | -0.009 | -0.001 |
| 2013 | 0.064 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.062 |
| 5 years | 0.093 |
| 10 years | 0.052 |