Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | 0.004 | 0 | — |
| 1 year | 0.071 | 0 | — |
| 3 years | 0.053 | 0 | — |
| 5 years | 0.054 | 0 | — |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.093 | — |
| 2022 | -0.048 | — |
| 2021 | 0.038 | — |
| 2020 | 0.019 | — |
| 2019 | 0.074 | — |
| 2018 | -0.022 | — |
| 2017 | 0.027 | — |
| 2016 | 0.073 | — |
| 2015 | -0.025 | — |
| 2014 | 0.009 | — |
| 2013 | 0.065 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.014 | 0.012 | 0.033 | 0.005 |
| 2023 | 0.023 | 0.014 | 0.007 | 0.047 |
| 2022 | -0.016 | -0.066 | 0.003 | 0.033 |
| 2021 | 0.011 | 0.018 | 0.003 | 0.005 |
| 2020 | -0.110 | 0.067 | 0.033 | 0.039 |
| 2019 | 0.046 | 0.009 | 0.007 | 0.011 |
| 2018 | -0.008 | 0.003 | 0.015 | -0.031 |
| 2017 | 0.012 | 0.010 | 0.009 | -0.003 |
| 2016 | 0.021 | 0.021 | 0.025 | 0.005 |
| 2015 | 0.018 | 0.005 | -0.035 | -0.012 |
| 2014 | 0.017 | 0.011 | -0.016 | -0.002 |
| 2013 | 0.025 | -0.013 | 0.027 | 0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.053 |
| 5 years | 0.054 |
| 10 years | 0.027 |