Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 72 |
| 1 month | -0.033 | 0 | 91 |
| 3 months | -0.048 | 0 | 80 |
| 1 year | -0.003 | 0 | 89 |
| 3 years | -0.010 | 0 | 89 |
| 5 years | 0.029 | 0 | 40 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.025 | — |
| 2022 | -0.107 | — |
| 2021 | 0.100 | — |
| 2020 | -0.024 | — |
| 2019 | 0.132 | — |
| 2018 | -0.086 | — |
| 2017 | 0.077 | — |
| 2016 | 0.027 | — |
| 2015 | -0.030 | — |
| 2014 | 0.096 | — |
| 2013 | 0.063 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.050 | 0.003 | 0.021 | -0.015 |
| 2023 | 0.025 | -0.004 | -0.014 | 0.018 |
| 2022 | -0.020 | -0.074 | -0.044 | 0.029 |
| 2021 | 0.058 | 0.037 | -0.015 | 0.018 |
| 2020 | -0.173 | 0.102 | 0.005 | 0.066 |
| 2019 | 0.073 | 0.017 | 0.008 | 0.029 |
| 2018 | -0.032 | 0.002 | 0.010 | -0.067 |
| 2017 | 0.030 | 0.007 | 0.015 | 0.022 |
| 2016 | -0.013 | 0.016 | 0.023 | 0.001 |
| 2015 | 0.009 | -0.036 | -0.026 | 0.024 |
| 2014 | 0.012 | 0.027 | 0.024 | 0.030 |
| 2013 | 0.059 | -0.019 | 0.009 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.072 |
| 3 years | -0.033 |
| 5 years | 0.015 |
| 10 years | 0.005 |