Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 32 |
| 1 month | 0.025 | 0 | 9 |
| 3 months | 0.072 | 0 | 9 |
| 1 year | 0.060 | 0 | 25 |
| 3 years | 0.048 | 0 | 40 |
| 5 years | 0.055 | 0 | 22 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.095 | — |
| 2022 | -0.146 | — |
| 2021 | 0.154 | — |
| 2020 | 0.047 | — |
| 2019 | 0.172 | — |
| 2018 | -0.057 | — |
| 2017 | 0.053 | — |
| 2016 | 0.076 | — |
| 2015 | 0.045 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | 0.030 | — | — |
| 2024 | 0.037 | 0.012 | 0.029 | 0.011 |
| 2023 | 0.027 | 0.022 | -0.009 | 0.054 |
| 2022 | -0.049 | -0.103 | -0.022 | 0.024 |
| 2021 | 0.058 | 0.037 | 0.009 | 0.042 |
| 2020 | -0.124 | 0.092 | 0.029 | 0.064 |
| 2019 | 0.082 | 0.019 | 0.031 | 0.031 |
| 2018 | -0.015 | 0.016 | 0.017 | -0.073 |
| 2017 | 0.028 | -0.007 | 0.011 | 0.021 |
| 2016 | -0.008 | 0.018 | 0.037 | 0.027 |
| 2015 | 0.093 | -0.033 | -0.058 | 0.049 |
| 2014 | 0.014 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.048 |
| 5 years | 0.055 |
| 10 years | 0.045 |