Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 93 |
| 1 month | 0.003 | 0 | 76 |
| 3 months | 0.016 | 0 | 65 |
| 1 year | 0.054 | 0 | 22 |
| 3 years | 0.064 | 0 | 6 |
| 5 years | 0.047 | 0 | 6 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.146 | — |
| 2022 | -0.151 | — |
| 2021 | 0.076 | — |
| 2020 | 0.066 | — |
| 2019 | 0.135 | — |
| 2018 | -0.057 | — |
| 2017 | 0.080 | — |
| 2016 | 0.056 | — |
| 2015 | 0.018 | — |
| 2014 | 0.060 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | 0.009 | — | — |
| 2024 | 0.040 | 0.010 | 0.013 | 0.038 |
| 2023 | 0.036 | 0.036 | 0.000 | 0.068 |
| 2022 | -0.052 | -0.108 | -0.012 | 0.015 |
| 2021 | 0.015 | 0.040 | 0.009 | 0.011 |
| 2020 | -0.128 | 0.107 | 0.033 | 0.070 |
| 2019 | 0.063 | 0.026 | 0.013 | 0.026 |
| 2018 | -0.018 | 0.015 | 0.017 | -0.069 |
| 2017 | 0.036 | 0.018 | 0.016 | 0.008 |
| 2016 | -0.014 | 0.010 | 0.039 | 0.021 |
| 2015 | 0.062 | -0.024 | -0.054 | 0.038 |
| 2014 | 0.007 | 0.032 | 0.001 | 0.019 |
| 2013 | 0.028 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.064 |
| 5 years | 0.047 |
| 10 years | 0.038 |