Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 98 |
| 1 month | -0.048 | 0 | 99 |
| 3 months | -0.073 | 0 | 97 |
| 1 year | 0.040 | 0 | 99 |
| 3 years | 0.035 | 0 | 98 |
| 5 years | 0.063 | 0 | 45 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.058 | — |
| 2022 | -0.183 | — |
| 2021 | 0.212 | — |
| 2020 | 0.152 | — |
| 2019 | 0.198 | — |
| 2018 | -0.034 | — |
| 2017 | 0.111 | — |
| 2016 | 0.054 | — |
| 2015 | 0.024 | — |
| 2014 | 0.110 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.057 | 0.001 | 0.030 | 0.037 |
| 2023 | 0.030 | -0.010 | -0.018 | 0.056 |
| 2022 | -0.120 | -0.088 | -0.014 | 0.032 |
| 2021 | -0.010 | 0.087 | 0.026 | 0.097 |
| 2020 | -0.110 | 0.151 | 0.069 | 0.052 |
| 2019 | 0.107 | 0.045 | 0.013 | 0.021 |
| 2018 | -0.013 | 0.015 | 0.032 | -0.065 |
| 2017 | 0.043 | 0.023 | 0.019 | 0.021 |
| 2016 | 0.020 | 0.034 | 0.020 | -0.021 |
| 2015 | 0.043 | -0.012 | -0.014 | 0.009 |
| 2014 | 0.029 | 0.025 | 0.021 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.035 |
| 5 years | 0.063 |
| 10 years | 0.057 |