Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | 0.015 | 0 | — |
| 1 year | 0.078 | 0 | — |
| 3 years | 0.035 | 0 | — |
| 5 years | 0.004 | 0 | — |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.032 | — |
| 2023 | 0.090 | — |
| 2022 | -0.161 | — |
| 2021 | -0.015 | — |
| 2020 | 0.099 | — |
| 2019 | 0.148 | — |
| 2018 | -0.026 | — |
| 2017 | 0.067 | — |
| 2016 | 0.061 | — |
| 2015 | 0.003 | — |
| 2014 | 0.078 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | 0.001 | 0.002 | 0.056 | -0.027 |
| 2023 | 0.039 | -0.001 | -0.032 | 0.085 |
| 2022 | -0.078 | -0.078 | -0.050 | 0.038 |
| 2021 | -0.050 | 0.036 | 0.000 | 0.000 |
| 2020 | -0.030 | 0.089 | 0.014 | 0.026 |
| 2019 | 0.054 | 0.046 | 0.031 | 0.010 |
| 2018 | -0.024 | -0.009 | 0.010 | -0.003 |
| 2017 | 0.014 | 0.027 | 0.013 | 0.012 |
| 2016 | 0.044 | 0.034 | 0.016 | -0.033 |
| 2015 | 0.025 | -0.032 | 0.013 | -0.003 |
| 2014 | 0.029 | 0.028 | 0.001 | 0.019 |
| 2013 | 0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.035 |
| 5 years | 0.004 |
| 10 years | 0.027 |