Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | 0.003 | 0 | — |
| 1 year | 0.089 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.089 | 0 | — |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.061 | — |
| 2022 | 0.071 | — |
| 2021 | 0.121 | — |
| 2020 | 0.127 | — |
| 2019 | -0.033 | — |
| 2018 | 0.049 | — |
| 2017 | -0.126 | — |
| 2016 | 0.004 | — |
| 2015 | 0.033 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.022 | 0.030 | 0.017 | 0.037 |
| 2023 | -0.007 | 0.011 | 0.034 | 0.022 |
| 2022 | 0.010 | 0.017 | 0.024 | 0.018 |
| 2021 | 0.031 | 0.040 | 0.016 | 0.029 |
| 2020 | 0.044 | 0.031 | 0.022 | 0.025 |
| 2019 | -0.039 | -0.036 | 0.065 | -0.019 |
| 2018 | 0.025 | -0.011 | 0.012 | 0.022 |
| 2017 | -0.008 | -0.035 | -0.038 | -0.052 |
| 2016 | 0.021 | -0.009 | 0.003 | -0.010 |
| 2015 | 0.024 | 0.034 | -0.021 | -0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.067 |
| 5 years | 0.082 |
| 10 years | 0.034 |