Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | 3 |
| 1 month | 0.019 | 0 | 30 |
| 3 months | 0.053 | 0 | 36 |
| 1 year | 0.083 | 0 | 8 |
| 3 years | 0.066 | 0 | 11 |
| 5 years | 0.027 | 0 | 78 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.019 | — |
| 2022 | -0.094 | — |
| 2021 | -0.010 | — |
| 2020 | 0.123 | — |
| 2019 | 0.104 | — |
| 2018 | -0.114 | — |
| 2017 | 0.000 | — |
| 2016 | 0.037 | — |
| 2015 | 0.006 | — |
| 2014 | 0.087 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.045 | — | — |
| 2024 | 0.055 | 0.016 | -0.012 | 0.012 |
| 2023 | -0.001 | 0.002 | -0.017 | 0.036 |
| 2022 | -0.075 | -0.052 | -0.010 | 0.043 |
| 2021 | 0.011 | 0.022 | -0.021 | -0.022 |
| 2020 | -0.063 | 0.086 | 0.027 | 0.074 |
| 2019 | 0.042 | 0.025 | 0.004 | 0.029 |
| 2018 | -0.006 | -0.007 | -0.028 | -0.076 |
| 2017 | 0.015 | -0.005 | -0.003 | -0.007 |
| 2016 | -0.022 | 0.031 | 0.010 | 0.019 |
| 2015 | 0.126 | -0.056 | -0.069 | 0.017 |
| 2014 | -0.008 | 0.027 | 0.040 | 0.026 |
| 2013 | -0.041 | 0.004 | 0.039 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.049 |
| 5 years | 0.017 |
| 10 years | 0.007 |