Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 31 |
| 1 month | -0.019 | 0 | 75 |
| 3 months | -0.037 | 0 | 20 |
| 1 year | -0.030 | 0 | 99 |
| 3 years | 0.008 | 0 | 93 |
| 5 years | 0.044 | 0 | 87 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.011 | — |
| 2023 | 0.065 | — |
| 2022 | -0.136 | — |
| 2021 | 0.133 | — |
| 2020 | -0.040 | — |
| 2019 | 0.161 | — |
| 2018 | -0.104 | — |
| 2017 | 0.147 | — |
| 2016 | 0.028 | — |
| 2015 | 0.042 | — |
| 2014 | 0.038 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.012 | 0.009 | 0.007 | -0.016 |
| 2023 | 0.023 | -0.019 | 0.012 | 0.049 |
| 2022 | -0.066 | -0.088 | -0.012 | 0.026 |
| 2021 | 0.016 | 0.062 | 0.030 | 0.019 |
| 2020 | -0.267 | 0.153 | 0.019 | 0.115 |
| 2019 | 0.056 | 0.046 | -0.006 | 0.058 |
| 2018 | -0.033 | 0.017 | 0.011 | -0.099 |
| 2017 | 0.063 | 0.017 | 0.019 | 0.041 |
| 2016 | -0.046 | -0.040 | 0.078 | 0.042 |
| 2015 | 0.071 | -0.005 | -0.078 | 0.061 |
| 2014 | 0.008 | 0.000 | 0.007 | 0.024 |
| 2013 | -0.056 | 0.032 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.008 |
| 5 years | 0.044 |
| 10 years | 0.017 |