Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | — |
| 1 month | 0.017 | 0 | — |
| 3 months | -0.057 | 0 | — |
| 1 year | 0.096 | 0 | — |
| 3 years | 0.072 | 0 | — |
| 5 years | 0.067 | 0 | — |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.101 | — |
| 2022 | -0.060 | — |
| 2021 | 0.080 | — |
| 2020 | -0.022 | — |
| 2019 | 0.076 | — |
| 2018 | -0.071 | — |
| 2017 | 0.106 | — |
| 2016 | -0.013 | — |
| 2015 | 0.003 | — |
| 2014 | -0.001 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.071 | 0.035 | 0.032 | 0.025 |
| 2023 | 0.009 | 0.059 | -0.011 | 0.041 |
| 2022 | -0.017 | -0.061 | -0.029 | 0.049 |
| 2021 | 0.009 | 0.027 | 0.004 | 0.038 |
| 2020 | -0.117 | 0.014 | 0.021 | 0.071 |
| 2019 | 0.046 | 0.035 | 0.003 | -0.009 |
| 2018 | -0.011 | -0.005 | 0.044 | -0.096 |
| 2017 | 0.048 | 0.018 | 0.025 | 0.012 |
| 2016 | -0.026 | -0.025 | 0.021 | 0.018 |
| 2015 | 0.026 | 0.014 | -0.047 | 0.012 |
| 2014 | -0.008 | -0.013 | 0.005 | 0.015 |
| 2013 | 0.062 | 0.013 | 0.081 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.061 |
| 5 years | 0.060 |
| 10 years | 0.028 |