Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 55 |
| 1 month | 0.011 | 0 | 8 |
| 3 months | 0.028 | 0 | 7 |
| 1 year | 0.032 | 0 | 73 |
| 3 years | 0.046 | 0 | 28 |
| 5 years | 0.032 | 0 | 15 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.070 | — |
| 2022 | -0.133 | — |
| 2021 | 0.069 | — |
| 2020 | 0.118 | — |
| 2019 | 0.115 | — |
| 2018 | -0.054 | — |
| 2017 | 0.068 | — |
| 2016 | -0.005 | — |
| 2015 | 0.045 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | 0.028 | — | — |
| 2024 | 0.038 | 0.012 | 0.012 | 0.013 |
| 2023 | 0.017 | 0.016 | -0.013 | 0.048 |
| 2022 | -0.047 | -0.077 | -0.005 | -0.008 |
| 2021 | 0.020 | 0.029 | -0.002 | 0.020 |
| 2020 | -0.049 | 0.080 | 0.041 | 0.046 |
| 2019 | 0.067 | 0.015 | 0.006 | 0.023 |
| 2018 | -0.010 | 0.012 | 0.014 | -0.068 |
| 2017 | 0.026 | 0.006 | 0.015 | 0.019 |
| 2016 | -0.036 | 0.005 | 0.014 | 0.013 |
| 2015 | 0.080 | -0.021 | -0.042 | 0.032 |
| 2014 | 0.018 | 0.037 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.035 |
| 5 years | 0.025 |
| 10 years | 0.026 |