Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | — |
| 1 month | -0.002 | 0 | — |
| 3 months | 0.016 | 0 | — |
| 1 year | 0.065 | 0 | — |
| 3 years | 0.037 | 0 | — |
| 5 years | 0.034 | 0 | — |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.030 | — |
| 2023 | 0.064 | — |
| 2022 | -0.082 | — |
| 2021 | 0.021 | — |
| 2020 | 0.053 | — |
| 2019 | 0.079 | — |
| 2018 | -0.011 | — |
| 2017 | 0.066 | — |
| 2016 | 0.083 | — |
| 2015 | 0.032 | — |
| 2014 | 0.066 | — |
| 2013 | 0.042 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.010 | -0.002 | 0.036 | -0.014 |
| 2023 | 0.018 | 0.006 | -0.011 | 0.052 |
| 2022 | -0.046 | -0.060 | -0.017 | 0.041 |
| 2021 | -0.002 | 0.020 | 0.004 | -0.001 |
| 2020 | -0.088 | 0.072 | 0.027 | 0.049 |
| 2019 | 0.033 | 0.024 | -0.001 | 0.021 |
| 2018 | -0.006 | -0.009 | 0.003 | 0.001 |
| 2017 | 0.025 | 0.019 | 0.015 | 0.006 |
| 2016 | 0.016 | 0.023 | 0.031 | 0.010 |
| 2015 | 0.020 | 0.009 | -0.007 | 0.009 |
| 2014 | 0.031 | 0.030 | 0.006 | -0.003 |
| 2013 | 0.029 | -0.016 | 0.015 | 0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.020 |
| 5 years | 0.024 |
| 10 years | 0.027 |