Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 59 |
| 1 month | 0.006 | 0 | 74 |
| 3 months | 0.034 | 0 | 39 |
| 1 year | 0.050 | 0 | 70 |
| 3 years | 0.069 | 0 | 27 |
| 5 years | 0.042 | 0 | 19 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.082 | — |
| 2022 | -0.123 | — |
| 2021 | 0.077 | — |
| 2020 | 0.092 | — |
| 2019 | 0.111 | — |
| 2018 | -0.029 | — |
| 2017 | 0.083 | — |
| 2016 | 0.031 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.029 | — | — |
| 2024 | 0.037 | 0.010 | 0.045 | -0.011 |
| 2023 | 0.022 | 0.009 | -0.014 | 0.064 |
| 2022 | -0.077 | -0.054 | -0.015 | 0.021 |
| 2021 | 0.024 | 0.031 | -0.012 | 0.031 |
| 2020 | -0.116 | 0.102 | 0.039 | 0.078 |
| 2019 | 0.053 | 0.028 | 0.007 | 0.019 |
| 2018 | 0.009 | 0.001 | 0.011 | -0.049 |
| 2017 | 0.031 | 0.015 | 0.018 | 0.017 |
| 2016 | 0.004 | 0.015 | 0.020 | -0.008 |
| 2015 | 0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.069 |
| 5 years | 0.042 |
| 10 years | 0.042 |