Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | 0.014 | 0 | — |
| 1 year | 0.054 | 0 | — |
| 3 years | 0.026 | 0 | — |
| 5 years | 0.035 | 0 | — |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.047 | — |
| 2022 | -0.081 | — |
| 2021 | 0.043 | — |
| 2020 | 0.070 | — |
| 2019 | 0.085 | — |
| 2018 | 0.011 | — |
| 2017 | 0.111 | — |
| 2016 | 0.094 | — |
| 2015 | 0.053 | — |
| 2014 | 0.079 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.007 | -0.003 | 0.032 | -0.016 |
| 2023 | 0.013 | 0.001 | -0.015 | 0.049 |
| 2022 | -0.042 | -0.057 | -0.018 | 0.036 |
| 2021 | 0.003 | 0.024 | 0.010 | 0.005 |
| 2020 | -0.085 | 0.075 | 0.032 | 0.055 |
| 2019 | 0.034 | 0.026 | 0.000 | 0.024 |
| 2018 | 0.001 | -0.004 | 0.007 | 0.007 |
| 2017 | 0.047 | 0.026 | 0.022 | 0.012 |
| 2016 | 0.028 | 0.026 | 0.031 | 0.006 |
| 2015 | 0.027 | 0.015 | -0.003 | 0.013 |
| 2014 | 0.032 | 0.030 | 0.011 | 0.003 |
| 2013 | 0.025 | 0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.008 |
| 5 years | 0.025 |
| 10 years | 0.037 |