Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 17 |
| 1 month | -0.001 | 0 | 82 |
| 3 months | 0.019 | 0 | 20 |
| 1 year | 0.081 | 0 | 29 |
| 3 years | 0.048 | 0 | 35 |
| 5 years | 0.039 | 0 | 30 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.076 | — |
| 2022 | -0.084 | — |
| 2021 | 0.017 | — |
| 2020 | 0.057 | — |
| 2019 | 0.081 | — |
| 2018 | -0.007 | — |
| 2017 | 0.064 | — |
| 2016 | 0.074 | — |
| 2015 | 0.020 | — |
| 2014 | 0.063 | — |
| 2013 | 0.038 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.013 | 0.002 | 0.041 | -0.010 |
| 2023 | 0.020 | 0.008 | -0.008 | 0.055 |
| 2022 | -0.048 | -0.060 | -0.017 | 0.042 |
| 2021 | -0.003 | 0.018 | 0.003 | -0.001 |
| 2020 | -0.085 | 0.072 | 0.026 | 0.049 |
| 2019 | 0.034 | 0.026 | -0.001 | 0.021 |
| 2018 | -0.005 | -0.008 | 0.004 | 0.003 |
| 2017 | 0.023 | 0.018 | 0.016 | 0.005 |
| 2016 | 0.012 | 0.021 | 0.029 | 0.009 |
| 2015 | 0.018 | 0.006 | -0.010 | 0.006 |
| 2014 | 0.031 | 0.029 | 0.005 | -0.003 |
| 2013 | 0.028 | -0.017 | 0.015 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.030 |
| 5 years | 0.028 |
| 10 years | 0.028 |