Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 44 |
| 1 month | -0.021 | 0 | 51 |
| 3 months | -0.003 | 0 | 44 |
| 1 year | 0.030 | 0 | 49 |
| 3 years | -0.026 | 0 | 99 |
| 5 years | 0.007 | 0 | 91 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.045 | — |
| 2022 | -0.136 | — |
| 2021 | 0.052 | — |
| 2020 | 0.022 | — |
| 2019 | 0.124 | — |
| 2018 | -0.028 | — |
| 2017 | 0.035 | — |
| 2016 | 0.010 | — |
| 2015 | 0.064 | — |
| 2014 | 0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.031 | 0.018 | 0.016 | -0.001 |
| 2023 | 0.021 | 0.008 | -0.007 | 0.023 |
| 2022 | 0.038 | -0.098 | -0.054 | -0.024 |
| 2021 | -0.012 | 0.046 | -0.004 | 0.022 |
| 2020 | -0.006 | 0.020 | -0.002 | 0.010 |
| 2019 | 0.063 | 0.028 | 0.043 | -0.013 |
| 2018 | -0.008 | 0.008 | 0.002 | -0.030 |
| 2017 | 0.017 | 0.011 | 0.009 | -0.003 |
| 2016 | -0.025 | 0.010 | 0.018 | 0.007 |
| 2015 | 0.078 | -0.009 | -0.029 | 0.027 |
| 2014 | 0.014 | 0.016 | -0.009 | -0.005 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | -0.026 |
| 5 years | 0.007 |
| 10 years | 0.015 |