Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | — |
| 1 month | 0.015 | 0 | — |
| 3 months | 0.031 | 0 | — |
| 1 year | 0.104 | 0 | — |
| 3 years | 0.076 | 0 | — |
| 5 years | 0.067 | 0 | — |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.071 | — |
| 2022 | 0.021 | — |
| 2021 | 0.033 | — |
| 2020 | 0.128 | — |
| 2019 | 0.068 | — |
| 2018 | 0.071 | — |
| 2017 | 0.052 | — |
| 2016 | 0.137 | — |
| 2015 | 0.088 | — |
| 2014 | 0.144 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | — | — | — |
| 2024 | 0.028 | 0.016 | 0.029 | 0.010 |
| 2023 | 0.017 | 0.025 | 0.012 | 0.016 |
| 2022 | 0.001 | -0.011 | 0.014 | 0.018 |
| 2021 | -0.008 | 0.020 | 0.015 | 0.006 |
| 2020 | 0.031 | 0.049 | 0.015 | 0.027 |
| 2019 | 0.017 | 0.027 | -0.002 | 0.024 |
| 2018 | 0.013 | -0.007 | 0.010 | 0.055 |
| 2017 | 0.012 | 0.030 | 0.012 | -0.002 |
| 2016 | 0.029 | 0.024 | 0.055 | 0.023 |
| 2015 | 0.034 | 0.003 | 0.038 | 0.011 |
| 2014 | 0.022 | 0.036 | 0.029 | 0.050 |
| 2013 | 0.038 | -0.012 | 0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.076 |
| 5 years | 0.067 |
| 10 years | 0.076 |