Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 30 |
| 1 month | 0.025 | 0 | 8 |
| 3 months | 0.046 | 0 | 22 |
| 1 year | 0.090 | 0 | 22 |
| 3 years | 0.064 | 0 | 30 |
| 5 years | 0.051 | 0 | 12 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.080 | — |
| 2022 | -0.097 | — |
| 2021 | 0.071 | — |
| 2020 | 0.072 | — |
| 2019 | 0.107 | — |
| 2018 | -0.066 | — |
| 2017 | 0.059 | — |
| 2016 | 0.043 | — |
| 2015 | -0.026 | — |
| 2014 | 0.063 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.046 | — | — |
| 2024 | 0.015 | 0.006 | 0.052 | -0.015 |
| 2023 | 0.038 | -0.008 | -0.029 | 0.081 |
| 2022 | -0.018 | -0.083 | -0.039 | 0.043 |
| 2021 | 0.015 | 0.025 | 0.004 | 0.025 |
| 2020 | -0.100 | 0.082 | 0.026 | 0.072 |
| 2019 | 0.040 | 0.026 | 0.007 | 0.031 |
| 2018 | -0.019 | -0.014 | 0.010 | -0.043 |
| 2017 | 0.015 | 0.012 | 0.016 | 0.016 |
| 2016 | -0.005 | 0.006 | 0.021 | 0.020 |
| 2015 | 0.030 | -0.023 | -0.042 | 0.009 |
| 2014 | 0.029 | 0.031 | -0.003 | 0.005 |
| 2013 | 0.019 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.048 |
| 5 years | 0.041 |
| 10 years | 0.028 |