Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 46 |
| 1 month | -0.009 | 0 | 34 |
| 3 months | -0.016 | 0 | 34 |
| 1 year | 0.086 | 0 | 40 |
| 3 years | 0.042 | 0 | 67 |
| 5 years | 0.028 | 0 | 73 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.066 | — |
| 2022 | -0.085 | — |
| 2021 | 0.035 | — |
| 2020 | 0.047 | — |
| 2019 | 0.079 | — |
| 2018 | -0.009 | — |
| 2017 | 0.040 | — |
| 2016 | 0.073 | — |
| 2015 | 0.026 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.013 | 0.010 | 0.051 | 0.009 |
| 2023 | 0.035 | -0.009 | -0.020 | 0.060 |
| 2022 | -0.039 | -0.062 | -0.012 | 0.028 |
| 2021 | -0.009 | 0.021 | 0.003 | 0.021 |
| 2020 | -0.026 | 0.038 | 0.010 | 0.025 |
| 2019 | 0.046 | 0.012 | 0.013 | 0.006 |
| 2018 | -0.003 | 0.010 | 0.006 | -0.022 |
| 2017 | 0.023 | -0.001 | -0.003 | 0.020 |
| 2016 | 0.007 | 0.024 | 0.026 | 0.014 |
| 2015 | 0.038 | -0.015 | -0.015 | 0.019 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.042 |
| 5 years | 0.028 |
| 10 years | 0.032 |