Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | — |
| 1 month | 0.013 | 0 | — |
| 3 months | 0.062 | 0 | — |
| 1 year | 0.057 | 0 | — |
| 3 years | 0.045 | 0 | — |
| 5 years | 0.040 | 0 | — |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.065 | — |
| 2022 | -0.124 | — |
| 2021 | 0.096 | — |
| 2020 | 0.025 | — |
| 2019 | 0.132 | — |
| 2018 | -0.054 | — |
| 2017 | 0.082 | — |
| 2016 | 0.069 | — |
| 2015 | 0.003 | — |
| 2014 | 0.064 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.039 | — | — |
| 2024 | 0.022 | 0.014 | 0.044 | -0.019 |
| 2023 | 0.021 | 0.001 | -0.019 | 0.062 |
| 2022 | -0.038 | -0.098 | -0.037 | 0.049 |
| 2021 | 0.031 | 0.036 | 0.001 | 0.026 |
| 2020 | -0.145 | 0.081 | 0.030 | 0.075 |
| 2019 | 0.067 | 0.025 | 0.015 | 0.020 |
| 2018 | -0.026 | 0.008 | 0.014 | -0.049 |
| 2017 | 0.026 | 0.015 | 0.015 | 0.024 |
| 2016 | 0.000 | 0.022 | 0.036 | 0.010 |
| 2015 | 0.040 | -0.018 | -0.041 | 0.025 |
| 2014 | 0.022 | 0.038 | -0.010 | 0.013 |
| 2013 | -0.015 | 0.022 | 0.031 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.026 |
| 5 years | 0.029 |
| 10 years | 0.028 |