Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 10 |
| 1 month | 0.012 | 0 | 3 |
| 3 months | 0.007 | 0 | 6 |
| 1 year | 0.054 | 0 | 11 |
| 3 years | 0.003 | 0 | 89 |
| 5 years | -0.006 | 0 | 99 |
| 10 years | -0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.051 | — |
| 2022 | -0.159 | — |
| 2021 | 0.011 | — |
| 2020 | 0.005 | — |
| 2019 | 0.047 | — |
| 2018 | -0.050 | — |
| 2017 | 0.009 | — |
| 2016 | 0.005 | — |
| 2015 | -0.007 | — |
| 2014 | 0.029 | — |
| 2013 | -0.009 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.004 | -0.001 | 0.028 | 0.008 |
| 2023 | -0.012 | 0.006 | -0.002 | 0.059 |
| 2022 | -0.055 | -0.063 | -0.047 | -0.004 |
| 2021 | 0.003 | 0.007 | 0.000 | 0.001 |
| 2020 | -0.037 | 0.021 | 0.009 | 0.013 |
| 2019 | 0.021 | 0.014 | 0.012 | -0.001 |
| 2018 | -0.015 | -0.003 | -0.004 | -0.029 |
| 2017 | -0.002 | 0.004 | 0.004 | 0.002 |
| 2016 | -0.003 | 0.007 | 0.009 | -0.008 |
| 2015 | 0.031 | -0.018 | -0.025 | 0.006 |
| 2014 | 0.004 | 0.011 | 0.006 | 0.008 |
| 2013 | 0.001 | -0.008 | 0.002 | -0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | -0.002 |
| 5 years | -0.009 |
| 10 years | -0.010 |