Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 48 |
| 1 month | -0.009 | 0 | 39 |
| 3 months | -0.043 | 0 | 46 |
| 1 year | 0.023 | 0 | 65 |
| 3 years | 0.016 | 0 | 70 |
| 5 years | 0.021 | 0 | 87 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.101 | — |
| 2022 | -0.166 | — |
| 2021 | 0.049 | — |
| 2020 | 0.043 | — |
| 2019 | 0.123 | — |
| 2018 | -0.009 | — |
| 2017 | 0.036 | — |
| 2016 | 0.004 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.044 | 0.006 | 0.026 | -0.002 |
| 2023 | 0.040 | 0.011 | -0.026 | 0.075 |
| 2022 | -0.062 | -0.078 | -0.044 | 0.008 |
| 2021 | 0.016 | 0.017 | 0.006 | 0.009 |
| 2020 | -0.088 | 0.063 | 0.027 | 0.047 |
| 2019 | 0.061 | 0.022 | 0.027 | 0.009 |
| 2018 | -0.015 | 0.017 | 0.014 | -0.025 |
| 2017 | 0.017 | 0.000 | 0.002 | 0.017 |
| 2016 | -0.018 | 0.010 | 0.013 | 0 |
| 2015 | -0.026 | -0.030 | 0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.016 |
| 5 years | 0.021 |
| 10 years | 0.019 |