Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 25 |
| 1 month | 0.005 | 0 | 32 |
| 3 months | 0.002 | 0 | 28 |
| 1 year | 0.037 | 0 | 63 |
| 3 years | 0.011 | 0 | 78 |
| 5 years | 0.010 | 0 | 79 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.060 | — |
| 2022 | -0.114 | — |
| 2021 | 0.036 | — |
| 2020 | -0.025 | — |
| 2019 | 0.061 | — |
| 2018 | -0.038 | — |
| 2017 | 0.027 | — |
| 2016 | 0.009 | — |
| 2015 | 0.022 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.015 | 0.005 | 0.019 | -0.008 |
| 2023 | 0.016 | 0.004 | -0.006 | 0.045 |
| 2022 | -0.040 | -0.042 | -0.034 | -0.002 |
| 2021 | 0.006 | 0.012 | 0.004 | 0.013 |
| 2020 | -0.065 | 0.015 | 0.004 | 0.024 |
| 2019 | 0.027 | 0.012 | 0.014 | 0.006 |
| 2018 | -0.015 | 0.000 | -0.001 | -0.023 |
| 2017 | 0.010 | 0.006 | 0.005 | 0.005 |
| 2016 | -0.002 | -0.004 | 0.012 | 0.003 |
| 2015 | 0.050 | -0.023 | -0.019 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.005 |
| 5 years | 0.006 |
| 10 years | 0.001 |