Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 24 |
| 1 month | -0.001 | 0 | 21 |
| 3 months | 0.009 | 0 | 20 |
| 1 year | 0.060 | 0 | 65 |
| 3 years | 0.035 | 0 | 52 |
| 5 years | 0.029 | 0 | 45 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.065 | — |
| 2022 | -0.074 | — |
| 2021 | 0.000 | — |
| 2020 | 0.025 | — |
| 2019 | 0.036 | — |
| 2018 | 0.001 | — |
| 2017 | 0.041 | — |
| 2016 | 0.036 | — |
| 2015 | -0.021 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.014 | 0.007 | 0.029 | 0.006 |
| 2023 | 0.009 | 0.012 | 0.007 | 0.035 |
| 2022 | -0.031 | -0.036 | -0.024 | 0.015 |
| 2021 | 0.008 | 0.002 | 0.000 | -0.010 |
| 2020 | -0.085 | 0.064 | 0.027 | 0.025 |
| 2019 | 0.018 | 0.013 | -0.016 | 0.020 |
| 2018 | 0.000 | 0.000 | 0.001 | 0.001 |
| 2017 | 0.022 | 0.007 | 0.011 | 0.001 |
| 2016 | -0.013 | 0.014 | 0.025 | 0.010 |
| 2015 | 0.005 | -0.001 | -0.034 | 0.010 |
| 2014 | 0.021 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.035 |
| 5 years | 0.029 |
| 10 years | 0.017 |