Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 83 |
| 1 month | -0.002 | 0 | 33 |
| 3 months | -0.035 | 0 | 74 |
| 1 year | 0.008 | 0 | 79 |
| 3 years | 0.017 | 0 | 95 |
| 5 years | 0.068 | 0 | 90 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.085 | — |
| 2022 | -0.167 | — |
| 2021 | 0.175 | — |
| 2020 | 0.098 | — |
| 2019 | 0.278 | — |
| 2018 | -0.117 | — |
| 2017 | 0.082 | — |
| 2016 | -0.045 | — |
| 2015 | 0.126 | — |
| 2014 | 0.053 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.041 | 0.016 | 0.026 | -0.050 |
| 2023 | 0.083 | 0.006 | -0.060 | 0.060 |
| 2022 | -0.097 | -0.102 | -0.057 | 0.090 |
| 2021 | 0.073 | 0.060 | -0.002 | 0.035 |
| 2020 | -0.192 | 0.174 | 0.031 | 0.124 |
| 2019 | 0.116 | 0.039 | 0.031 | 0.069 |
| 2018 | -0.032 | 0.029 | 0.009 | -0.120 |
| 2017 | 0.063 | 0.015 | 0.008 | -0.005 |
| 2016 | -0.077 | -0.026 | 0.034 | 0.028 |
| 2015 | 0.174 | -0.021 | -0.081 | 0.066 |
| 2014 | 0.007 | 0.015 | -0.007 | 0.037 |
| 2013 | 0.066 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.010 |
| 5 years | 0.064 |
| 10 years | 0.029 |