Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 11 |
| 1 month | -0.048 | 0 | 71 |
| 3 months | -0.039 | 0 | 19 |
| 1 year | 0.036 | 0 | 58 |
| 3 years | 0.010 | 0 | 94 |
| 5 years | 0.060 | 0 | 95 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.002 | — |
| 2022 | -0.012 | — |
| 2021 | 0.219 | — |
| 2020 | -0.095 | — |
| 2019 | 0.187 | — |
| 2018 | -0.039 | — |
| 2017 | -0.011 | — |
| 2016 | 0.061 | — |
| 2015 | 0.115 | — |
| 2014 | — | — |
| 2013 | 0.129 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | — | — | — |
| 2024 | 0.054 | 0.007 | 0.015 | 0.000 |
| 2023 | -0.011 | -0.002 | 0.003 | 0.012 |
| 2022 | 0.041 | -0.057 | -0.022 | 0.030 |
| 2021 | 0.084 | 0.018 | 0.011 | 0.093 |
| 2020 | -0.165 | 0.044 | 0.000 | 0.039 |
| 2019 | 0.095 | 0.012 | 0.046 | 0.024 |
| 2018 | -0.065 | 0.051 | 0.048 | -0.067 |
| 2017 | 0.039 | -0.032 | -0.015 | -0.001 |
| 2016 | -0.017 | 0.049 | 0.000 | 0.030 |
| 2015 | 0.133 | -0.047 | -0.042 | 0.078 |
| 2014 | 0.053 | 0.026 | — | — |
| 2013 | 0.107 | -0.019 | -0.002 | 0.041 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.010 |
| 5 years | 0.060 |
| 10 years | 0.036 |