Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.023 | 0 | — |
| 1 year | 0.016 | 0 | — |
| 3 years | 0.035 | 0 | — |
| 5 years | 0.075 | 0 | — |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.057 | — |
| 2022 | 0.027 | — |
| 2021 | 0.169 | — |
| 2020 | -0.132 | — |
| 2019 | 0.198 | — |
| 2018 | -0.101 | — |
| 2017 | 0.042 | — |
| 2016 | 0.065 | — |
| 2015 | 0.070 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.012 | 0.036 | 0.025 | -0.027 |
| 2023 | 0.033 | -0.027 | 0.031 | 0.020 |
| 2022 | 0.034 | -0.029 | -0.035 | 0.060 |
| 2021 | 0.036 | 0.052 | 0.026 | 0.045 |
| 2020 | -0.228 | 0.089 | -0.035 | 0.070 |
| 2019 | 0.084 | 0.008 | 0.023 | 0.072 |
| 2018 | -0.071 | 0.076 | -0.006 | -0.095 |
| 2017 | 0.052 | 0.014 | -0.025 | 0.002 |
| 2016 | -0.010 | 0.022 | 0.059 | -0.006 |
| 2015 | 0.059 | -0.026 | -0.007 | 0.044 |
| 2014 | 0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.035 |
| 5 years | 0.075 |
| 10 years | 0.035 |