Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | 0.038 | 0 | — |
| 3 years | 0.038 | 0 | — |
| 5 years | 0.021 | 0 | — |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.060 | — |
| 2022 | -0.085 | — |
| 2021 | 0.017 | — |
| 2020 | 0.050 | — |
| 2019 | 0.074 | — |
| 2018 | -0.015 | — |
| 2017 | 0.062 | — |
| 2016 | 0.077 | — |
| 2015 | 0.028 | — |
| 2014 | 0.061 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.013 | — | — |
| 2024 | 0.009 | -0.003 | 0.035 | -0.016 |
| 2023 | 0.017 | 0.004 | -0.012 | 0.050 |
| 2022 | -0.048 | -0.060 | -0.018 | 0.041 |
| 2021 | -0.004 | 0.019 | 0.003 | -0.002 |
| 2020 | -0.089 | 0.071 | 0.025 | 0.049 |
| 2019 | 0.032 | 0.023 | -0.003 | 0.020 |
| 2018 | -0.007 | -0.010 | 0.001 | 0.001 |
| 2017 | 0.024 | 0.018 | 0.015 | 0.005 |
| 2016 | 0.015 | 0.022 | 0.029 | 0.009 |
| 2015 | 0.019 | 0.008 | -0.009 | 0.009 |
| 2014 | 0.030 | 0.029 | 0.004 | -0.003 |
| 2013 | -0.018 | 0.015 | 0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.020 |
| 5 years | 0.010 |
| 10 years | 0.024 |