Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 19 |
| 1 month | 0.003 | 0 | 64 |
| 3 months | 0.033 | 0 | 26 |
| 1 year | 0.134 | 0 | 11 |
| 3 years | 0.089 | 0 | 9 |
| 5 years | 0.062 | 0 | 18 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.051 | — |
| 2022 | -0.001 | — |
| 2021 | -0.032 | — |
| 2020 | 0.144 | — |
| 2019 | 0.001 | — |
| 2018 | 0.006 | — |
| 2017 | 0.011 | — |
| 2016 | 0.077 | — |
| 2015 | 0.140 | — |
| 2014 | 0.063 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.053 | -0.004 | 0.019 | 0.044 |
| 2023 | 0.020 | 0.017 | -0.014 | 0.027 |
| 2022 | -0.034 | -0.015 | 0.052 | -0.002 |
| 2021 | -0.016 | 0.021 | -0.030 | -0.006 |
| 2020 | -0.008 | 0.084 | -0.014 | 0.079 |
| 2019 | -0.002 | -0.015 | 0.028 | -0.009 |
| 2018 | 0.003 | 0.005 | 0.020 | -0.022 |
| 2017 | 0.023 | 0.015 | -0.009 | -0.018 |
| 2016 | 0.028 | 0.016 | 0.050 | -0.018 |
| 2015 | 0.043 | 0.033 | 0.016 | 0.042 |
| 2014 | 0.025 | -0.002 | 0.022 | 0.017 |
| 2013 | -0.013 | 0.044 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.071 |
| 5 years | 0.051 |
| 10 years | 0.043 |