Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 43 |
| 1 month | 0.004 | 0 | 48 |
| 3 months | 0.011 | 0 | 47 |
| 1 year | 0.064 | 0 | 73 |
| 3 years | 0.032 | 0 | 76 |
| 5 years | 0.024 | 0 | 69 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.042 | — |
| 2023 | 0.073 | — |
| 2022 | -0.083 | — |
| 2021 | -0.010 | — |
| 2020 | 0.035 | — |
| 2019 | 0.088 | — |
| 2018 | -0.009 | — |
| 2017 | 0.066 | — |
| 2016 | 0.039 | — |
| 2015 | -0.018 | — |
| 2014 | 0.043 | — |
| 2013 | 0.013 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.007 | 0.007 | 0.033 | -0.006 |
| 2023 | 0.024 | 0.002 | -0.003 | 0.050 |
| 2022 | -0.035 | -0.048 | -0.017 | 0.015 |
| 2021 | -0.012 | 0.009 | -0.002 | -0.005 |
| 2020 | -0.081 | 0.080 | 0.016 | 0.026 |
| 2019 | 0.034 | 0.031 | 0.012 | 0.009 |
| 2018 | 0.003 | -0.009 | 0.008 | -0.012 |
| 2017 | 0.016 | 0.021 | 0.016 | 0.011 |
| 2016 | 0 | 0.013 | 0.029 | -0.004 |
| 2015 | 0.019 | -0.016 | -0.020 | 0.000 |
| 2014 | 0.037 | 0.028 | -0.010 | -0.012 |
| 2013 | -0.004 | -0.029 | 0.021 | 0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.018 |
| 5 years | 0.016 |
| 10 years | 0.017 |