Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 96 |
| 1 month | -0.025 | 0 | 99 |
| 3 months | -0.041 | 0 | 94 |
| 1 year | 0.009 | 0 | 98 |
| 3 years | -0.004 | 0 | 83 |
| 5 years | 0.032 | 0 | 36 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | 0.046 | — |
| 2022 | -0.173 | — |
| 2021 | -0.004 | — |
| 2020 | 0.288 | — |
| 2019 | 0.079 | — |
| 2018 | -0.091 | — |
| 2017 | 0.057 | — |
| 2016 | -0.009 | — |
| 2015 | 0.020 | — |
| 2014 | 0.021 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.025 | -0.001 | 0.020 | -0.007 |
| 2023 | 0.020 | 0.014 | -0.031 | 0.043 |
| 2022 | -0.067 | -0.119 | -0.008 | 0.015 |
| 2021 | 0.012 | 0.014 | -0.017 | -0.012 |
| 2020 | -0.093 | 0.157 | 0.072 | 0.145 |
| 2019 | 0.051 | 0.006 | -0.010 | 0.031 |
| 2018 | -0.018 | 0.004 | 0.003 | -0.081 |
| 2017 | 0.025 | 0.007 | 0.013 | 0.011 |
| 2016 | -0.030 | -0.009 | 0.026 | 0.004 |
| 2015 | 0.054 | -0.012 | -0.038 | 0.018 |
| 2014 | 0.023 | 0.015 | -0.034 | 0.019 |
| 2013 | 0.041 | 0.041 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | -0.014 |
| 5 years | 0.026 |
| 10 years | 0.007 |