Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.062 | 0 | 42 |
| 1 month | -0.012 | 0 | 24 |
| 3 months | -0.002 | 0 | 10 |
| 1 year | 0.089 | 0 | 46 |
| 3 years | 0.016 | 0 | 57 |
| 5 years | 0.057 | 0 | 75 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.047 | — |
| 2022 | -0.111 | — |
| 2021 | 0.172 | — |
| 2020 | -0.011 | — |
| 2019 | 0.271 | — |
| 2018 | -0.076 | — |
| 2017 | 0.177 | — |
| 2016 | 0.018 | — |
| 2015 | 0.042 | — |
| 2014 | 0.105 | — |
| 2013 | 0.252 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.074 | — | — | — |
| 2024 | 0.055 | 0.028 | 0.008 | -0.031 |
| 2023 | 0.048 | 0.028 | -0.026 | -0.001 |
| 2022 | -0.020 | -0.081 | -0.044 | 0.033 |
| 2021 | 0.046 | 0.073 | -0.037 | 0.084 |
| 2020 | -0.125 | 0.078 | 0.011 | 0.037 |
| 2019 | 0.131 | 0.057 | 0.021 | 0.042 |
| 2018 | -0.046 | -0.004 | 0.047 | -0.070 |
| 2017 | 0.069 | 0.052 | 0.028 | 0.018 |
| 2016 | -0.065 | 0.053 | 0.033 | 0.001 |
| 2015 | 0.046 | -0.028 | -0.030 | 0.057 |
| 2014 | 0.034 | 0.012 | 0.029 | 0.026 |
| 2013 | 0.162 | -0.013 | 0.041 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | -0.015 |
| 5 years | 0.039 |
| 10 years | 0.046 |