Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 48 |
| 1 month | 0.012 | 0 | 55 |
| 3 months | 0.027 | 0 | 23 |
| 1 year | 0.065 | 0 | 46 |
| 3 years | 0.066 | 0 | 57 |
| 5 years | 0.014 | 0 | 82 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.137 | — |
| 2022 | -0.130 | — |
| 2021 | 0.015 | — |
| 2020 | 0.126 | — |
| 2019 | 0.095 | — |
| 2018 | 0.013 | — |
| 2017 | 0.108 | — |
| 2016 | 0.045 | — |
| 2015 | 0.115 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.047 | -0.005 | 0.002 | 0.043 |
| 2023 | 0.069 | 0.060 | -0.020 | 0.024 |
| 2022 | -0.150 | 0.029 | 0.021 | -0.026 |
| 2021 | 0.013 | -0.021 | -0.004 | 0.027 |
| 2020 | 0.104 | 0.037 | 0.026 | -0.042 |
| 2019 | 0.097 | -0.026 | 0.052 | -0.027 |
| 2018 | -0.035 | 0.050 | 0.028 | -0.027 |
| 2017 | 0.063 | 0.025 | 0.040 | -0.023 |
| 2016 | 0.007 | 0.033 | 0.051 | -0.044 |
| 2015 | 0.047 | 0.015 | -0.042 | 0.094 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.056 |
| 5 years | 0.008 |
| 10 years | 0.049 |