Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | — |
| 1 month | 0.020 | 0 | — |
| 3 months | 0.039 | 0 | — |
| 1 year | 0.084 | 0 | — |
| 3 years | 0.116 | 0 | — |
| 5 years | 0.077 | 0 | — |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.074 | — |
| 2022 | -0.061 | — |
| 2021 | 0.103 | — |
| 2020 | 0.034 | — |
| 2019 | 0.151 | — |
| 2018 | -0.026 | — |
| 2017 | 0.074 | — |
| 2016 | 0.107 | — |
| 2015 | 0.049 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | 0.009 | 0.039 | — |
| 2024 | 0.044 | 0.013 | 0.075 | 0.010 |
| 2023 | 0.031 | -0.001 | -0.028 | 0.072 |
| 2022 | -0.030 | -0.072 | -0.008 | 0.051 |
| 2021 | 0.020 | 0.040 | 0.004 | 0.036 |
| 2020 | -0.138 | 0.098 | 0.034 | 0.056 |
| 2019 | 0.067 | 0.022 | 0.031 | 0.024 |
| 2018 | -0.010 | 0.022 | 0.016 | -0.052 |
| 2017 | 0.019 | 0.012 | 0.008 | 0.033 |
| 2016 | 0.005 | 0.020 | 0.051 | 0.028 |
| 2015 | 0.062 | -0.016 | -0.029 | 0.033 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.116 |
| 5 years | 0.077 |
| 10 years | 0.069 |