Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 51 |
| 1 month | 0.003 | 0 | 64 |
| 3 months | 0.012 | 0 | 53 |
| 1 year | 0.077 | 0 | 37 |
| 3 years | 0.032 | 0 | 54 |
| 5 years | 0.028 | 0 | 49 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.063 | — |
| 2022 | -0.068 | — |
| 2021 | 0.003 | — |
| 2020 | 0.049 | — |
| 2019 | 0.056 | — |
| 2018 | -0.024 | — |
| 2017 | 0.034 | — |
| 2016 | 0.025 | — |
| 2015 | -0.002 | — |
| 2014 | 0.042 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.006 | 0.008 | 0.041 | -0.007 |
| 2023 | 0.008 | 0.003 | -0.001 | 0.052 |
| 2022 | -0.030 | -0.031 | -0.021 | 0.013 |
| 2021 | -0.001 | 0.008 | 0 | -0.004 |
| 2020 | -0.069 | 0.070 | 0.023 | 0.029 |
| 2019 | 0.020 | 0.020 | 0.004 | 0.011 |
| 2018 | -0.002 | -0.012 | -0.002 | -0.009 |
| 2017 | 0.012 | 0.008 | 0.012 | 0.001 |
| 2016 | -0.008 | 0.010 | 0.017 | 0.006 |
| 2015 | 0.010 | -0.005 | -0.009 | 0.001 |
| 2014 | 0.018 | 0.013 | 0.003 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.008 |
| 5 years | 0.013 |
| 10 years | 0.011 |