Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 53 |
| 1 month | 0.004 | 0 | 92 |
| 3 months | 0.021 | 0 | 65 |
| 1 year | 0.057 | 0 | 34 |
| 3 years | 0.054 | 0 | 33 |
| 5 years | 0.001 | 0 | 53 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.055 | — |
| 2022 | -0.165 | — |
| 2021 | -0.019 | — |
| 2020 | 0.058 | — |
| 2019 | 0.097 | — |
| 2018 | -0.063 | — |
| 2017 | 0.050 | — |
| 2016 | 0.072 | — |
| 2015 | 0.013 | — |
| 2014 | 0.035 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.004 | — | — |
| 2024 | 0.033 | 0.010 | 0.040 | -0.010 |
| 2023 | 0.015 | 0.001 | -0.017 | 0.057 |
| 2022 | -0.101 | -0.076 | -0.038 | 0.045 |
| 2021 | -0.013 | 0.021 | -0.009 | -0.018 |
| 2020 | -0.119 | 0.110 | 0.033 | 0.047 |
| 2019 | 0.046 | 0.026 | 0.008 | 0.015 |
| 2018 | -0.022 | -0.036 | 0.008 | -0.014 |
| 2017 | 0.024 | 0.009 | 0.015 | 0.000 |
| 2016 | 0.047 | 0.025 | 0.022 | -0.023 |
| 2015 | 0.041 | 0.006 | -0.033 | -0.001 |
| 2014 | 0.025 | 0.039 | -0.007 | -0.022 |
| 2013 | 0.009 | 0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.043 |
| 5 years | -0.005 |
| 10 years | 0.010 |