Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 15 |
| 1 month | 0.010 | 0 | 57 |
| 3 months | 0.010 | 0 | 21 |
| 1 year | 0.081 | 0 | 2 |
| 3 years | 0.045 | 0 | 2 |
| 5 years | 0.037 | 0 | 3 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.088 | — |
| 2022 | -0.087 | — |
| 2021 | 0.019 | — |
| 2020 | 0.058 | — |
| 2019 | 0.039 | — |
| 2018 | -0.020 | — |
| 2017 | 0.027 | — |
| 2016 | 0.027 | — |
| 2015 | -0.008 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.015 | 0.009 | 0.042 | 0.009 |
| 2023 | 0.022 | 0.007 | 0.010 | 0.046 |
| 2022 | -0.032 | -0.068 | -0.014 | 0.026 |
| 2021 | 0.008 | 0.008 | 0.003 | 0.000 |
| 2020 | -0.051 | 0.057 | 0.022 | 0.032 |
| 2019 | 0.019 | 0.015 | 0.004 | 0.000 |
| 2018 | 0.000 | -0.014 | 0.004 | -0.011 |
| 2017 | 0.007 | 0.009 | 0.005 | 0.004 |
| 2016 | 0.001 | 0.005 | 0.019 | 0.003 |
| 2015 | 0.016 | -0.019 | -0.012 | 0.008 |
| 2014 | 0.018 | 0.009 | 0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.045 |
| 5 years | 0.037 |
| 10 years | 0.021 |