Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 79 |
| 1 month | -0.002 | 0 | 76 |
| 3 months | 0.020 | 0 | 79 |
| 1 year | 0.081 | 0 | 27 |
| 3 years | 0.037 | 0 | 50 |
| 5 years | 0.062 | 0 | 17 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.074 | — |
| 2022 | -0.139 | — |
| 2021 | 0.004 | — |
| 2020 | 0.094 | — |
| 2019 | 0.138 | — |
| 2018 | -0.027 | — |
| 2017 | 0.084 | — |
| 2016 | 0.102 | — |
| 2015 | -0.009 | — |
| 2014 | 0.026 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.026 | 0.018 | 0.047 | -0.005 |
| 2023 | 0.013 | 0.017 | -0.003 | 0.046 |
| 2022 | -0.080 | -0.090 | -0.042 | 0.074 |
| 2021 | -0.012 | 0.035 | 0.002 | -0.020 |
| 2020 | -0.166 | 0.174 | 0.037 | 0.077 |
| 2019 | 0.055 | 0.035 | 0.016 | 0.025 |
| 2018 | -0.017 | -0.024 | 0.021 | -0.006 |
| 2017 | 0.030 | 0.021 | 0.023 | 0.008 |
| 2016 | 0.040 | 0.041 | 0.037 | -0.019 |
| 2015 | 0.009 | 0.016 | -0.044 | 0.011 |
| 2014 | 0.025 | 0.043 | -0.016 | -0.025 |
| 2013 | -0.053 | 0.010 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.027 |
| 5 years | 0.056 |
| 10 years | 0.036 |