Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 87 |
| 1 month | 0.014 | 0 | 10 |
| 3 months | -0.052 | 0 | 89 |
| 1 year | 0.047 | 0 | 79 |
| 3 years | 0.029 | 0 | 94 |
| 5 years | 0.048 | 0 | 96 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.048 | — |
| 2022 | -0.059 | — |
| 2021 | 0.129 | — |
| 2020 | -0.023 | — |
| 2019 | 0.230 | — |
| 2018 | -0.009 | — |
| 2017 | 0.209 | — |
| 2016 | 0.115 | — |
| 2015 | 0.120 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.013 | -0.003 | 0.011 | 0.004 |
| 2023 | 0.057 | -0.004 | -0.031 | 0.028 |
| 2022 | -0.070 | -0.080 | 0.035 | 0.062 |
| 2021 | -0.005 | 0.084 | 0.004 | 0.043 |
| 2020 | -0.158 | 0.101 | 0.019 | 0.034 |
| 2019 | 0.097 | 0.100 | 0.040 | -0.020 |
| 2018 | -0.039 | 0.097 | 0.007 | -0.067 |
| 2017 | 0.070 | 0.041 | 0.022 | 0.062 |
| 2016 | 0.030 | -0.006 | 0.089 | 0.001 |
| 2015 | 0.103 | -0.028 | -0.028 | 0.075 |
| 2014 | -0.002 | -0.009 | 0.078 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.022 |
| 5 years | 0.044 |
| 10 years | 0.064 |