Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 19 |
| 1 month | 0.004 | 0 | 28 |
| 3 months | 0.038 | 0 | 10 |
| 1 year | 0.073 | 0 | 43 |
| 3 years | 0.028 | 0 | 26 |
| 5 years | 0.069 | 0 | 10 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.029 | — |
| 2022 | -0.203 | — |
| 2021 | -0.013 | — |
| 2020 | 0.380 | — |
| 2019 | 0.212 | — |
| 2018 | -0.099 | — |
| 2017 | 0.450 | — |
| 2016 | 0.113 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | 0.025 | 0.085 | 0.077 | -0.088 |
| 2023 | 0.077 | -0.039 | -0.043 | 0.039 |
| 2022 | -0.097 | -0.043 | -0.157 | 0.094 |
| 2021 | 0.025 | 0.022 | -0.076 | 0.020 |
| 2020 | -0.196 | 0.234 | 0.142 | 0.218 |
| 2019 | 0.120 | -0.016 | -0.028 | 0.131 |
| 2018 | 0.027 | -0.023 | -0.038 | -0.066 |
| 2017 | 0.146 | 0.102 | 0.066 | 0.078 |
| 2016 | 0.031 | 0.020 | 0.143 | -0.074 |
| 2015 | 0.014 | -0.156 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.028 |
| 5 years | 0.069 |
| 10 years | 0.063 |