Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.015 | 0 | — |
| 1 year | 0.077 | 0 | — |
| 3 years | 0.025 | 0 | — |
| 5 years | 0.029 | 0 | — |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.068 | — |
| 2022 | -0.110 | — |
| 2021 | 0.022 | — |
| 2020 | 0.066 | — |
| 2019 | 0.087 | — |
| 2018 | -0.039 | — |
| 2017 | 0.057 | — |
| 2016 | 0.058 | — |
| 2015 | -0.010 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | -0.004 | 0.001 | 0.046 | -0.015 |
| 2023 | 0.033 | -0.005 | -0.022 | 0.062 |
| 2022 | -0.039 | -0.080 | -0.027 | 0.035 |
| 2021 | -0.001 | 0.022 | 0.001 | -0.001 |
| 2020 | -0.099 | 0.096 | 0.023 | 0.056 |
| 2019 | 0.043 | 0.020 | 0.007 | 0.014 |
| 2018 | -0.013 | -0.013 | 0.011 | -0.024 |
| 2017 | 0.022 | 0.017 | 0.012 | 0.005 |
| 2016 | 0.019 | 0.029 | 0.029 | -0.019 |
| 2015 | 0.018 | -0.009 | -0.016 | -0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.008 |
| 5 years | 0.019 |
| 10 years | 0.016 |