Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 29 |
| 1 month | 0.001 | 0 | 57 |
| 3 months | -0.001 | 0 | 37 |
| 1 year | 0.042 | 0 | 53 |
| 3 years | 0.032 | 0 | 26 |
| 5 years | 0.030 | 0 | 29 |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.041 | — |
| 2023 | 0.067 | — |
| 2022 | -0.061 | — |
| 2021 | 0.028 | — |
| 2020 | -0.001 | — |
| 2019 | 0.051 | — |
| 2018 | -0.053 | — |
| 2017 | 0.027 | — |
| 2016 | 0.008 | — |
| 2015 | 0.006 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.018 | 0.002 | 0.022 | -0.001 |
| 2023 | 0.026 | 0.005 | -0.003 | 0.038 |
| 2022 | -0.029 | -0.035 | -0.023 | 0.026 |
| 2021 | 0.017 | 0.007 | -0.001 | 0.006 |
| 2020 | -0.081 | 0.050 | 0.007 | 0.030 |
| 2019 | 0.025 | 0.011 | 0.007 | 0.007 |
| 2018 | -0.014 | -0.004 | 0.000 | -0.036 |
| 2017 | 0.012 | 0.007 | 0.010 | -0.002 |
| 2016 | -0.006 | 0.000 | 0.011 | 0.003 |
| 2015 | 0.042 | -0.025 | -0.029 | 0.020 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.032 |
| 5 years | 0.030 |
| 10 years | 0.008 |