Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | — |
| 1 month | 0.005 | 0 | — |
| 3 months | 0.004 | 0 | — |
| 1 year | 0.070 | 0 | — |
| 3 years | 0.051 | 0 | — |
| 5 years | 0.053 | 0 | — |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.093 | — |
| 2022 | -0.049 | — |
| 2021 | 0.037 | — |
| 2020 | 0.018 | — |
| 2019 | 0.074 | — |
| 2018 | -0.022 | — |
| 2017 | 0.025 | — |
| 2016 | 0.073 | — |
| 2015 | -0.027 | — |
| 2014 | 0.008 | — |
| 2013 | 0.064 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.013 | 0.012 | 0.033 | 0.005 |
| 2023 | 0.022 | 0.014 | 0.007 | 0.047 |
| 2022 | -0.017 | -0.066 | 0.002 | 0.033 |
| 2021 | 0.011 | 0.017 | 0.002 | 0.006 |
| 2020 | -0.111 | 0.068 | 0.033 | 0.038 |
| 2019 | 0.046 | 0.009 | 0.006 | 0.011 |
| 2018 | -0.008 | 0.002 | 0.014 | -0.031 |
| 2017 | 0.011 | 0.010 | 0.009 | -0.004 |
| 2016 | 0.021 | 0.021 | 0.024 | 0.006 |
| 2015 | 0.018 | 0.004 | -0.035 | -0.013 |
| 2014 | 0.016 | 0.010 | -0.016 | -0.003 |
| 2013 | 0.022 | -0.010 | 0.025 | 0.026 |
| 2012 | 0.015 | 0.028 | 0.024 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.051 |
| 5 years | 0.053 |
| 10 years | 0.026 |