Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 32 |
| 1 month | -0.004 | 0 | 67 |
| 3 months | -0.007 | 0 | 52 |
| 1 year | 0.068 | 0 | 9 |
| 3 years | 0.070 | 0 | 6 |
| 5 years | 0.079 | 0 | 15 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.141 | — |
| 2022 | -0.026 | — |
| 2021 | 0.053 | — |
| 2020 | 0.036 | — |
| 2019 | 0.075 | — |
| 2018 | 0.004 | — |
| 2017 | 0.045 | — |
| 2016 | 0.089 | — |
| 2015 | 0.018 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.025 | 0.016 | 0.022 | 0.028 |
| 2023 | 0.033 | 0.039 | 0.038 | 0.025 |
| 2022 | -0.002 | -0.052 | 0.008 | 0.021 |
| 2021 | 0.020 | 0.015 | 0.010 | 0.007 |
| 2020 | -0.146 | 0.122 | 0.037 | 0.043 |
| 2019 | 0.032 | 0.015 | 0.009 | 0.018 |
| 2018 | 0.009 | 0.006 | 0.018 | -0.028 |
| 2017 | 0.013 | 0.010 | 0.011 | 0.010 |
| 2016 | 0.013 | 0.024 | 0.028 | 0.021 |
| 2015 | 0.025 | 0.012 | -0.008 | -0.010 |
| 2014 | 0.010 | -0.004 | -0.005 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.055 |
| 5 years | 0.070 |
| 10 years | 0.044 |