Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 39 |
| 1 month | 0.000 | 0 | 33 |
| 3 months | -0.016 | 0 | 45 |
| 1 year | 0.065 | 0 | 5 |
| 3 years | 0.024 | 0 | 27 |
| 5 years | 0.022 | 0 | 41 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.066 | — |
| 2022 | -0.128 | — |
| 2021 | 0.035 | — |
| 2020 | 0.039 | — |
| 2019 | 0.066 | — |
| 2018 | -0.037 | — |
| 2017 | 0.000 | — |
| 2016 | 0.025 | — |
| 2015 | 0.027 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.036 | 0.010 | 0.020 | 0.018 |
| 2023 | 0.018 | 0.009 | -0.022 | 0.061 |
| 2022 | -0.039 | -0.059 | -0.040 | 0.005 |
| 2021 | 0.012 | 0.013 | -0.002 | 0.012 |
| 2020 | -0.055 | 0.048 | 0.011 | 0.038 |
| 2019 | 0.037 | 0.006 | 0.010 | 0.011 |
| 2018 | -0.011 | 0.014 | 0.003 | -0.042 |
| 2017 | 0.007 | -0.011 | 0.003 | 0.001 |
| 2016 | -0.004 | 0.011 | 0.013 | 0.006 |
| 2015 | 0.064 | -0.028 | -0.027 | 0.021 |
| 2014 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.007 |
| 5 years | 0.012 |
| 10 years | 0.005 |