Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 57 |
| 1 month | -0.013 | 0 | 87 |
| 3 months | -0.023 | 0 | 59 |
| 1 year | 0.037 | 0 | 50 |
| 3 years | 0.017 | 0 | 50 |
| 5 years | 0.023 | 0 | 40 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.039 | — |
| 2022 | -0.057 | — |
| 2021 | 0.032 | — |
| 2020 | 0.069 | — |
| 2019 | 0.080 | — |
| 2018 | -0.043 | — |
| 2017 | 0.028 | — |
| 2016 | 0.037 | — |
| 2015 | 0.037 | — |
| 2014 | 0.048 | — |
| 2013 | 0.057 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.027 | 0.006 | 0.033 | 0.002 |
| 2023 | -0.011 | 0.006 | -0.001 | 0.046 |
| 2022 | -0.005 | -0.055 | -0.009 | 0.012 |
| 2021 | -0.003 | 0.001 | 0.017 | 0.017 |
| 2020 | 0.001 | 0.029 | 0.010 | 0.027 |
| 2019 | 0.035 | 0.011 | 0.030 | 0.002 |
| 2018 | -0.012 | 0.003 | -0.010 | -0.024 |
| 2017 | 0.013 | 0.003 | 0.005 | 0.007 |
| 2016 | 0.000 | 0.001 | 0.015 | 0.022 |
| 2015 | 0.067 | -0.034 | -0.021 | 0.027 |
| 2014 | 0.007 | 0.021 | 0.001 | 0.018 |
| 2013 | 0.014 | -0.006 | 0.018 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.017 |
| 5 years | 0.023 |
| 10 years | 0.021 |