Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 6 |
| 1 month | 0.000 | 0 | 22 |
| 3 months | 0.000 | 0 | 8 |
| 1 year | 0.044 | 0 | 18 |
| 3 years | 0.010 | 0 | 42 |
| 5 years | 0.008 | 0 | 66 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.039 | — |
| 2022 | -0.104 | — |
| 2021 | 0.028 | — |
| 2020 | 0.001 | — |
| 2019 | 0.059 | — |
| 2018 | -0.032 | — |
| 2017 | 0.032 | — |
| 2016 | -0.006 | — |
| 2015 | 0.005 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.020 | 0.007 | 0.015 | -0.002 |
| 2023 | 0.010 | 0.016 | -0.003 | 0.015 |
| 2022 | -0.039 | -0.047 | -0.028 | 0.007 |
| 2021 | 0.002 | 0.024 | -0.016 | 0.018 |
| 2020 | -0.047 | 0.030 | 0.007 | 0.012 |
| 2019 | 0.038 | 0.017 | 0.006 | -0.003 |
| 2018 | -0.018 | -0.005 | 0.006 | -0.016 |
| 2017 | 0.012 | 0.005 | 0.005 | 0.010 |
| 2016 | -0.009 | 0.013 | 0.001 | -0.011 |
| 2015 | 0.017 | -0.015 | -0.004 | 0.009 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | -0.013 |
| 5 years | -0.006 |
| 10 years | -0.002 |