Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 28 |
| 1 month | 0.005 | 0 | 43 |
| 3 months | -0.009 | 0 | 35 |
| 1 year | 0.053 | 0 | 58 |
| 3 years | 0.025 | 0 | 74 |
| 5 years | 0.045 | 0 | 60 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.028 | — |
| 2022 | -0.086 | — |
| 2021 | 0.069 | — |
| 2020 | 0.091 | — |
| 2019 | 0.137 | — |
| 2018 | 0.011 | — |
| 2017 | 0.037 | — |
| 2016 | 0.025 | — |
| 2015 | 0.001 | — |
| 2014 | 0.025 | — |
| 2013 | 0.056 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.040 | 0.006 | 0.032 | -0.011 |
| 2023 | -0.012 | -0.011 | -0.006 | 0.058 |
| 2022 | -0.045 | -0.026 | -0.042 | 0.026 |
| 2021 | 0.011 | 0.024 | -0.006 | 0.038 |
| 2020 | -0.087 | 0.078 | 0.044 | 0.063 |
| 2019 | 0.047 | 0.044 | 0.016 | 0.024 |
| 2018 | -0.018 | 0.021 | 0.021 | -0.012 |
| 2017 | 0.020 | 0.016 | -0.007 | 0.007 |
| 2016 | 0.033 | 0.037 | 0.005 | -0.049 |
| 2015 | 0.029 | -0.021 | -0.015 | 0.009 |
| 2014 | 0.013 | 0.019 | -0.006 | -0.001 |
| 2013 | 0.037 | -0.024 | 0.028 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.007 |
| 5 years | 0.034 |
| 10 years | 0.030 |