Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.089 | 0 | 36 |
| 1 month | -0.052 | 0 | 82 |
| 3 months | 0.079 | 0 | 33 |
| 1 year | 0.164 | 0 | 51 |
| 3 years | -0.043 | 0 | 80 |
| 5 years | -0.022 | 0 | 61 |
| 10 years | -0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | -0.196 | — |
| 2022 | -0.309 | — |
| 2021 | -0.182 | — |
| 2020 | 0.613 | — |
| 2019 | 0.289 | — |
| 2018 | -0.269 | — |
| 2017 | 0.522 | — |
| 2016 | -0.002 | — |
| 2015 | -0.122 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.150 | — | — | — |
| 2024 | -0.032 | 0.037 | 0.192 | -0.083 |
| 2023 | -0.010 | -0.095 | -0.048 | -0.057 |
| 2022 | -0.186 | 0.010 | -0.230 | 0.091 |
| 2021 | -0.006 | 0.054 | -0.191 | -0.035 |
| 2020 | -0.074 | 0.247 | 0.156 | 0.208 |
| 2019 | 0.200 | -0.036 | -0.026 | 0.144 |
| 2018 | -0.012 | -0.030 | -0.106 | -0.147 |
| 2017 | 0.150 | 0.087 | 0.113 | 0.094 |
| 2016 | -0.054 | 0.018 | 0.150 | -0.099 |
| 2015 | 0.056 | 0.048 | -0.233 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | -0.059 |
| 5 years | -0.032 |
| 10 years | -0.016 |