Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 46 |
| 1 month | 0.002 | 0 | 81 |
| 3 months | 0.016 | 0 | 42 |
| 1 year | 0.063 | 0 | 26 |
| 3 years | 0.031 | 0 | 13 |
| 5 years | 0.036 | 0 | 15 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.038 | — |
| 2022 | -0.038 | — |
| 2021 | 0.032 | — |
| 2020 | 0.038 | — |
| 2019 | 0.090 | — |
| 2018 | -0.002 | — |
| 2017 | 0.034 | — |
| 2016 | 0.048 | — |
| 2015 | 0.020 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.007 | 0.003 | 0.042 | -0.016 |
| 2023 | 0.007 | 0.012 | -0.013 | 0.033 |
| 2022 | -0.027 | -0.024 | -0.014 | 0.027 |
| 2021 | 0.006 | 0.023 | 0.003 | -0.001 |
| 2020 | -0.074 | 0.070 | 0.022 | 0.025 |
| 2019 | 0.026 | 0.027 | 0.027 | 0.007 |
| 2018 | -0.009 | -0.007 | 0.007 | 0.006 |
| 2017 | 0.018 | 0.006 | 0.011 | -0.002 |
| 2016 | 0.020 | 0.025 | 0.011 | -0.009 |
| 2015 | 0.014 | 0.005 | 0.002 | -0.001 |
| 2014 | 0.016 | -0.005 | 0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.024 |
| 5 years | 0.032 |
| 10 years | 0.027 |