Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 7 |
| 1 month | -0.001 | 0 | 29 |
| 3 months | 0.005 | 0 | 4 |
| 1 year | 0.056 | 0 | 3 |
| 3 years | 0.026 | 0 | 5 |
| 5 years | 0.026 | 0 | 13 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.068 | — |
| 2022 | -0.132 | — |
| 2021 | 0.056 | — |
| 2020 | -0.006 | — |
| 2019 | 0.085 | — |
| 2018 | -0.052 | — |
| 2017 | 0.042 | — |
| 2016 | 0.047 | — |
| 2015 | 0.009 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.023 | 0.008 | 0.023 | 0.004 |
| 2023 | 0.025 | 0.012 | 0.000 | 0.029 |
| 2022 | -0.069 | -0.062 | -0.033 | 0.028 |
| 2021 | 0.021 | 0.028 | -0.006 | 0.012 |
| 2020 | -0.108 | 0.057 | 0.013 | 0.040 |
| 2019 | 0.034 | 0.020 | 0.006 | 0.022 |
| 2018 | -0.014 | -0.005 | -0.001 | -0.032 |
| 2017 | 0.012 | 0.013 | 0.006 | 0.010 |
| 2016 | 0.009 | 0.015 | 0.024 | -0.002 |
| 2015 | 0.012 | -0.011 | -0.017 | 0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.006 |
| 5 years | 0.014 |
| 10 years | 0.009 |