Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 49 |
| 1 month | -0.001 | 0 | 76 |
| 3 months | -0.003 | 0 | 63 |
| 1 year | 0.069 | 0 | 62 |
| 3 years | 0.052 | 0 | 18 |
| 5 years | 0.046 | 0 | 24 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.113 | — |
| 2022 | -0.112 | — |
| 2021 | 0.025 | — |
| 2020 | 0.102 | — |
| 2019 | 0.158 | — |
| 2018 | -0.078 | — |
| 2017 | 0.097 | — |
| 2016 | 0.064 | — |
| 2015 | 0.050 | — |
| 2014 | 0.066 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.024 | 0.010 | 0.037 | 0.010 |
| 2023 | -0.027 | 0.032 | 0.014 | 0.094 |
| 2022 | -0.042 | -0.089 | -0.062 | 0.084 |
| 2021 | 0.012 | 0.013 | -0.002 | 0.002 |
| 2020 | -0.095 | 0.124 | 0.026 | 0.055 |
| 2019 | 0.054 | 0.035 | 0.023 | 0.037 |
| 2018 | -0.004 | -0.049 | 0.017 | -0.044 |
| 2017 | 0.030 | 0.025 | 0.017 | 0.022 |
| 2016 | -0.013 | 0.007 | 0.039 | 0.031 |
| 2015 | 0.037 | -0.010 | -0.002 | 0.024 |
| 2014 | 0.035 | 0.032 | -0.017 | 0.015 |
| 2013 | -0.002 | 0.029 | 0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.041 |
| 5 years | 0.039 |
| 10 years | 0.041 |