Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 8 |
| 1 month | 0.007 | 0 | 60 |
| 3 months | 0.022 | 0 | 58 |
| 1 year | 0.088 | 0 | 1 |
| 3 years | 0.057 | 0 | 5 |
| 5 years | 0.025 | 0 | 30 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.115 | — |
| 2022 | -0.176 | — |
| 2021 | 0.022 | — |
| 2020 | 0.029 | — |
| 2019 | 0.067 | — |
| 2018 | -0.039 | — |
| 2017 | 0.026 | — |
| 2016 | 0.053 | — |
| 2015 | -0.011 | — |
| 2014 | 0.059 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.020 | — | — |
| 2024 | 0.030 | 0.011 | 0.042 | 0.018 |
| 2023 | 0.031 | 0.017 | 0.009 | 0.053 |
| 2022 | -0.070 | -0.106 | -0.040 | 0.031 |
| 2021 | 0.012 | 0.012 | 0.004 | -0.006 |
| 2020 | -0.088 | 0.054 | 0.018 | 0.050 |
| 2019 | 0.035 | 0.010 | 0.006 | 0.013 |
| 2018 | -0.020 | 0.001 | 0.007 | -0.027 |
| 2017 | 0.005 | 0.009 | 0.007 | 0.006 |
| 2016 | -0.001 | 0.012 | 0.023 | 0.017 |
| 2015 | 0.019 | -0.007 | -0.030 | 0.008 |
| 2014 | 0.020 | 0.020 | 0.011 | 0.007 |
| 2013 | 0.022 | 0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.039 |
| 5 years | 0.014 |
| 10 years | 0.013 |