Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 67 |
| 1 month | -0.036 | 0 | 89 |
| 3 months | -0.070 | 0 | 74 |
| 1 year | 0.026 | 0 | 51 |
| 3 years | 0.039 | 0 | 25 |
| 5 years | 0.044 | 0 | 51 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.093 | — |
| 2022 | -0.113 | — |
| 2021 | 0.081 | — |
| 2020 | 0.053 | — |
| 2019 | 0.120 | — |
| 2018 | -0.069 | — |
| 2017 | 0.092 | — |
| 2016 | 0.008 | — |
| 2015 | 0.032 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.056 | -0.005 | 0.043 | 0.024 |
| 2023 | 0.007 | 0.003 | 0.006 | 0.075 |
| 2022 | -0.075 | -0.020 | -0.025 | 0.004 |
| 2021 | 0.033 | 0.040 | 0.006 | 0.000 |
| 2020 | -0.092 | 0.069 | 0.015 | 0.069 |
| 2019 | 0.044 | -0.006 | 0.013 | 0.064 |
| 2018 | -0.021 | 0.015 | 0.004 | -0.067 |
| 2017 | 0.035 | 0.007 | 0.008 | 0.039 |
| 2016 | -0.034 | 0.004 | 0.020 | 0.020 |
| 2015 | 0.050 | -0.018 | 0.004 | -0.004 |
| 2014 | -0.009 | 0.043 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.021 |
| 5 years | 0.033 |
| 10 years | 0.024 |