Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 61 |
| 1 month | -0.028 | 0 | 94 |
| 3 months | -0.011 | 0 | 30 |
| 1 year | 0.030 | 0 | 65 |
| 3 years | 0.053 | 0 | 69 |
| 5 years | 0.080 | 0 | 81 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.138 | — |
| 2022 | -0.132 | — |
| 2021 | 0.200 | — |
| 2020 | -0.058 | — |
| 2019 | 0.250 | — |
| 2018 | -0.138 | — |
| 2017 | 0.088 | — |
| 2016 | -0.039 | — |
| 2015 | 0.102 | — |
| 2014 | 0.043 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.064 | — | — | — |
| 2024 | 0.068 | 0.007 | 0.012 | -0.026 |
| 2023 | 0.061 | 0.023 | -0.021 | 0.071 |
| 2022 | -0.058 | -0.086 | -0.053 | 0.064 |
| 2021 | 0.056 | 0.057 | 0.006 | 0.069 |
| 2020 | -0.237 | 0.135 | 0.020 | 0.067 |
| 2019 | 0.126 | 0.019 | 0.019 | 0.070 |
| 2018 | -0.045 | 0.033 | 0.012 | -0.137 |
| 2017 | 0.046 | 0.025 | 0.006 | 0.009 |
| 2016 | -0.065 | -0.036 | 0.049 | 0.018 |
| 2015 | 0.134 | -0.014 | -0.088 | 0.081 |
| 2014 | 0.015 | 0.025 | -0.008 | 0.011 |
| 2013 | 0.092 | 0.046 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.042 |
| 5 years | 0.074 |
| 10 years | 0.025 |