Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | — |
| 1 month | 0.031 | 0 | — |
| 3 months | 0.059 | 0 | — |
| 1 year | 0.080 | 0 | — |
| 3 years | 0.033 | 0 | — |
| 5 years | 0.011 | 0 | — |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.004 | — |
| 2023 | 0.039 | — |
| 2022 | -0.049 | — |
| 2021 | -0.046 | — |
| 2020 | 0.041 | — |
| 2019 | 0.002 | — |
| 2018 | -0.025 | — |
| 2017 | 0.111 | — |
| 2016 | -0.017 | — |
| 2015 | -0.046 | — |
| 2014 | -0.045 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | — | — | — |
| 2024 | -0.011 | -0.003 | 0.047 | -0.034 |
| 2023 | 0.013 | 0.001 | -0.013 | 0.037 |
| 2022 | -0.020 | -0.041 | -0.037 | 0.051 |
| 2021 | -0.021 | 0 | -0.012 | -0.014 |
| 2020 | -0.016 | 0.009 | 0.023 | 0.024 |
| 2019 | -0.001 | 0.005 | -0.021 | 0.020 |
| 2018 | 0.018 | -0.033 | -0.006 | -0.004 |
| 2017 | 0.012 | 0.070 | 0.017 | 0.009 |
| 2016 | 0.020 | 0.005 | -0.002 | -0.038 |
| 2015 | -0.047 | 0.016 | -0.005 | -0.011 |
| 2014 | 0.016 | 0.003 | -0.039 | -0.025 |
| 2013 | -0.004 | 0.019 | 0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.033 |
| 5 years | 0.011 |
| 10 years | 0.009 |