Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 63 |
| 1 month | -0.006 | 0 | 38 |
| 3 months | -0.039 | 0 | 70 |
| 1 year | 0.001 | 0 | 25 |
| 3 years | 0.037 | 0 | 77 |
| 5 years | 0.080 | 0 | 85 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.023 | — |
| 2023 | 0.114 | — |
| 2022 | -0.221 | — |
| 2021 | 0.285 | — |
| 2020 | 0.022 | — |
| 2019 | 0.217 | — |
| 2018 | -0.120 | — |
| 2017 | 0.118 | — |
| 2016 | 0.002 | — |
| 2015 | 0.179 | — |
| 2014 | 0.012 | — |
| 2013 | 0.234 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | — | — | — |
| 2024 | 0.076 | -0.062 | 0.020 | -0.006 |
| 2023 | 0.092 | 0.016 | -0.047 | 0.053 |
| 2022 | -0.159 | -0.113 | -0.026 | 0.073 |
| 2021 | 0.086 | 0.070 | 0.002 | 0.103 |
| 2020 | -0.230 | 0.169 | 0.014 | 0.119 |
| 2019 | 0.120 | 0.055 | -0.032 | 0.064 |
| 2018 | -0.025 | 0.068 | -0.001 | -0.154 |
| 2017 | 0.037 | 0.043 | 0.047 | -0.012 |
| 2016 | -0.086 | -0.056 | 0.064 | 0.092 |
| 2015 | 0.201 | -0.011 | -0.062 | 0.058 |
| 2014 | 0.044 | -0.030 | -0.002 | 0.002 |
| 2013 | 0.025 | 0.034 | 0.097 | 0.062 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.039 |
| 3 years | 0.023 |
| 5 years | 0.072 |
| 10 years | 0.029 |