Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 75 |
| 1 month | -0.024 | 0 | 87 |
| 3 months | -0.064 | 0 | 72 |
| 1 year | 0.040 | 0 | 66 |
| 3 years | 0.035 | 0 | 76 |
| 5 years | 0.052 | 0 | 87 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.071 | — |
| 2022 | -0.135 | — |
| 2021 | 0.056 | — |
| 2020 | 0.131 | — |
| 2019 | 0.159 | — |
| 2018 | -0.079 | — |
| 2017 | 0.121 | — |
| 2016 | 0.076 | — |
| 2015 | 0.023 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.049 | 0.014 | 0.007 | 0.046 |
| 2023 | 0.024 | 0.004 | -0.003 | 0.045 |
| 2022 | -0.070 | -0.077 | 0.001 | 0.008 |
| 2021 | 0.008 | 0.040 | 0.000 | 0.007 |
| 2020 | -0.133 | 0.159 | 0.037 | 0.085 |
| 2019 | 0.071 | 0.042 | 0.014 | 0.024 |
| 2018 | -0.024 | 0.026 | 0.001 | -0.081 |
| 2017 | 0.042 | 0.019 | 0.020 | 0.035 |
| 2016 | -0.013 | 0.019 | 0.058 | 0.012 |
| 2015 | 0.064 | -0.026 | -0.059 | 0.048 |
| 2014 | 0.001 | -0.004 | 0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.017 |
| 5 years | 0.041 |
| 10 years | 0.035 |