Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 30 |
| 1 month | -0.004 | 0 | 23 |
| 3 months | -0.014 | 0 | 17 |
| 1 year | 0.044 | 0 | 25 |
| 3 years | 0.023 | 0 | 53 |
| 5 years | 0.045 | 0 | 49 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.106 | — |
| 2022 | -0.179 | — |
| 2021 | 0.076 | — |
| 2020 | 0.074 | — |
| 2019 | 0.240 | — |
| 2018 | -0.124 | — |
| 2017 | 0.041 | — |
| 2016 | 0.038 | — |
| 2015 | 0.019 | — |
| 2014 | 0.041 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.021 | 0.003 | 0.030 | 0.015 |
| 2023 | 0.018 | 0.041 | -0.008 | 0.052 |
| 2022 | -0.063 | -0.141 | -0.025 | 0.046 |
| 2021 | 0.030 | 0.025 | 0.006 | 0.014 |
| 2020 | -0.146 | 0.132 | 0.031 | 0.077 |
| 2019 | 0.082 | 0.047 | 0.064 | 0.029 |
| 2018 | -0.016 | -0.027 | -0.010 | -0.075 |
| 2017 | 0.012 | 0.005 | 0.029 | -0.005 |
| 2016 | -0.030 | 0.010 | 0.031 | 0.028 |
| 2015 | 0.066 | -0.043 | -0.026 | 0.025 |
| 2014 | 0.007 | 0.032 | 0.006 | -0.003 |
| 2013 | -0.032 | 0.027 | 0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.023 |
| 5 years | 0.045 |
| 10 years | 0.023 |