Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 84 |
| 1 month | -0.003 | 0 | 66 |
| 3 months | -0.014 | 0 | 88 |
| 1 year | 0.064 | 0 | 37 |
| 3 years | 0.066 | 0 | 5 |
| 5 years | 0.048 | 0 | 23 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.081 | — |
| 2023 | 0.123 | — |
| 2022 | -0.075 | — |
| 2021 | 0.025 | — |
| 2020 | -0.018 | — |
| 2019 | 0.087 | — |
| 2018 | -0.034 | — |
| 2017 | 0.046 | — |
| 2016 | 0.073 | — |
| 2015 | 0.008 | — |
| 2014 | 0.038 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0 | — | — | — |
| 2024 | 0.023 | 0.003 | 0.040 | 0.013 |
| 2023 | 0.029 | 0.017 | 0.003 | 0.070 |
| 2022 | -0.035 | -0.100 | -0.007 | 0.072 |
| 2021 | 0.008 | 0.016 | -0.003 | 0.004 |
| 2020 | -0.126 | 0.044 | 0.020 | 0.056 |
| 2019 | 0.048 | 0.020 | -0.003 | 0.022 |
| 2018 | -0.015 | 0.000 | 0.022 | -0.040 |
| 2017 | 0.016 | 0.009 | 0.015 | 0.006 |
| 2016 | 0.026 | 0.004 | 0.024 | 0.017 |
| 2015 | 0.026 | -0.015 | -0.023 | 0.020 |
| 2014 | 0.014 | 0.017 | -0.011 | 0.017 |
| 2013 | 0.043 | 0.053 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.066 |
| 5 years | 0.048 |
| 10 years | 0.027 |