Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | — |
| 1 month | -0.063 | 0 | — |
| 3 months | -0.064 | 0 | — |
| 1 year | 0.040 | 0 | — |
| 3 years | 0.060 | 0 | — |
| 5 years | 0.025 | 0 | — |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.084 | — |
| 2022 | -0.045 | — |
| 2021 | -0.050 | — |
| 2020 | 0.059 | — |
| 2019 | 0.048 | — |
| 2018 | 0.037 | — |
| 2017 | 0.045 | — |
| 2016 | 0.037 | — |
| 2015 | 0.119 | — |
| 2014 | 0.090 | — |
| 2013 | 0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | 0.033 | 0.007 | 0.063 | 0.008 |
| 2023 | 0.023 | -0.001 | 0.007 | 0.052 |
| 2022 | -0.045 | -0.061 | 0.020 | 0.044 |
| 2021 | -0.047 | 0.016 | -0.002 | -0.017 |
| 2020 | -0.038 | 0.065 | 0.005 | 0.028 |
| 2019 | 0.018 | 0.016 | -0.002 | 0.015 |
| 2018 | 0.033 | -0.032 | -0.014 | 0.052 |
| 2017 | 0.038 | 0.003 | -0.011 | 0.015 |
| 2016 | -0.009 | 0.021 | 0.036 | -0.012 |
| 2015 | 0.083 | -0.020 | 0.017 | 0.036 |
| 2014 | 0.061 | 0.003 | 0.021 | 0.003 |
| 2013 | 0.018 | -0.034 | -0.012 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.060 |
| 5 years | 0.025 |
| 10 years | 0.034 |