Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 87 |
| 1 month | -0.004 | 0 | 95 |
| 3 months | 0.001 | 0 | 79 |
| 1 year | 0.039 | 0 | 93 |
| 3 years | 0.037 | 0 | 30 |
| 5 years | 0.030 | 0 | 19 |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.062 | — |
| 2022 | -0.027 | — |
| 2021 | 0.014 | — |
| 2020 | 0.005 | — |
| 2019 | 0.024 | — |
| 2018 | -0.002 | — |
| 2017 | 0.017 | — |
| 2016 | 0.013 | — |
| 2015 | -0.002 | — |
| 2014 | 0.017 | — |
| 2013 | 0.036 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.020 | 0.013 | 0.017 | 0.009 |
| 2023 | 0.015 | 0.013 | 0.017 | 0.017 |
| 2022 | -0.012 | -0.022 | 0.001 | 0.007 |
| 2021 | 0.007 | 0.003 | 0.004 | -0.001 |
| 2020 | -0.048 | 0.035 | 0.015 | 0.005 |
| 2019 | 0.008 | 0.007 | 0.005 | 0.003 |
| 2018 | 0.003 | 0.002 | 0.002 | -0.009 |
| 2017 | 0.008 | 0.005 | 0.005 | 0.001 |
| 2016 | -0.007 | 0.008 | 0.008 | 0.004 |
| 2015 | 0.004 | 0.002 | -0.004 | -0.005 |
| 2014 | 0.010 | 0.005 | 0.004 | -0.001 |
| 2013 | 0.007 | 0.009 | 0.010 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.037 |
| 5 years | 0.030 |
| 10 years | 0.016 |