Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 86 |
| 1 month | 0.001 | 0 | 82 |
| 3 months | 0.006 | 0 | 85 |
| 1 year | 0.086 | 0 | 52 |
| 3 years | 0.044 | 0 | 38 |
| 5 years | 0.032 | 0 | 40 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.085 | — |
| 2022 | -0.105 | — |
| 2021 | 0.001 | — |
| 2020 | 0.049 | — |
| 2019 | 0.127 | — |
| 2018 | -0.029 | — |
| 2017 | 0.090 | — |
| 2016 | 0.067 | — |
| 2015 | -0.047 | — |
| 2014 | 0.013 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.006 | 0.008 | 0.048 | 0 |
| 2023 | 0.011 | 0.009 | 0.005 | 0.059 |
| 2022 | -0.056 | -0.066 | -0.021 | 0.037 |
| 2021 | -0.011 | 0.020 | 0.001 | -0.009 |
| 2020 | -0.099 | 0.087 | 0.027 | 0.044 |
| 2019 | 0.049 | 0.034 | 0.020 | 0.019 |
| 2018 | -0.005 | -0.014 | 0.012 | -0.022 |
| 2017 | 0.023 | 0.030 | 0.022 | 0.013 |
| 2016 | 0.035 | 0.029 | 0.029 | -0.026 |
| 2015 | -0.004 | -0.007 | -0.022 | -0.014 |
| 2014 | 0.022 | 0.028 | -0.029 | -0.008 |
| 2013 | 0.030 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.032 |
| 5 years | 0.024 |
| 10 years | 0.025 |