Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 47 |
| 1 month | 0.004 | 0 | 47 |
| 3 months | -0.020 | 0 | 56 |
| 1 year | 0.074 | 0 | 38 |
| 3 years | 0.070 | 0 | 5 |
| 5 years | 0.086 | 0 | 4 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.151 | — |
| 2022 | -0.095 | — |
| 2021 | 0.126 | — |
| 2020 | 0.044 | — |
| 2019 | 0.162 | — |
| 2018 | -0.040 | — |
| 2017 | 0.098 | — |
| 2016 | 0.078 | — |
| 2015 | 0.040 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.022 | 0.019 | 0.047 | -0.005 |
| 2023 | 0.039 | 0.026 | -0.005 | 0.085 |
| 2022 | -0.044 | -0.099 | -0.036 | 0.090 |
| 2021 | 0.037 | 0.042 | 0.005 | 0.035 |
| 2020 | -0.177 | 0.131 | 0.012 | 0.109 |
| 2019 | 0.070 | 0.021 | 0.024 | 0.039 |
| 2018 | -0.014 | 0.009 | 0.016 | -0.051 |
| 2017 | 0.029 | 0.025 | 0.023 | 0.017 |
| 2016 | -0.004 | 0.015 | 0.038 | 0.028 |
| 2015 | 0.072 | -0.018 | -0.037 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.051 |
| 5 years | 0.075 |
| 10 years | 0.050 |