Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 23 |
| 1 month | -0.019 | 0 | 55 |
| 3 months | -0.122 | 0 | 28 |
| 1 year | -0.020 | 0 | 19 |
| 3 years | 0.075 | 0 | 23 |
| 5 years | 0.116 | 0 | 27 |
| 10 years | 0.085 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.193 | — |
| 2023 | 0.159 | — |
| 2022 | -0.122 | — |
| 2021 | 0.295 | — |
| 2020 | 0.054 | — |
| 2019 | 0.321 | — |
| 2018 | -0.052 | — |
| 2017 | 0.132 | — |
| 2016 | 0.068 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.128 | 0.015 | 0.029 | 0.013 |
| 2023 | 0.059 | 0.075 | -0.042 | 0.063 |
| 2022 | -0.078 | -0.095 | -0.005 | 0.058 |
| 2021 | 0.130 | 0.045 | 0.005 | 0.091 |
| 2020 | -0.195 | 0.146 | 0.072 | 0.065 |
| 2019 | 0.147 | 0.049 | 0.040 | 0.055 |
| 2018 | 0.008 | 0.063 | 0.024 | -0.137 |
| 2017 | 0.052 | 0.004 | 0.024 | 0.047 |
| 2016 | -0.055 | -0.002 | 0.073 | 0.055 |
| 2015 | -0.065 | 0.066 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.075 |
| 5 years | 0.116 |
| 10 years | 0.085 |