Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 50 |
| 1 month | 0.030 | 0 | 17 |
| 3 months | 0.047 | 0 | 41 |
| 1 year | 0.072 | 0 | 24 |
| 3 years | 0.071 | 0 | 6 |
| 5 years | 0.025 | 0 | 17 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.011 | — |
| 2023 | 0.090 | — |
| 2022 | 0.016 | — |
| 2021 | -0.062 | — |
| 2020 | 0.003 | — |
| 2019 | 0.101 | — |
| 2018 | -0.002 | — |
| 2017 | 0.039 | — |
| 2016 | 0.300 | — |
| 2015 | -0.095 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.020 | — | — |
| 2024 | -0.008 | -0.025 | 0.029 | -0.008 |
| 2023 | 0.027 | 0.016 | -0.004 | 0.048 |
| 2022 | -0.048 | -0.002 | 0.045 | 0.023 |
| 2021 | -0.085 | 0.039 | 0.000 | -0.013 |
| 2020 | -0.104 | 0.109 | -0.037 | 0.048 |
| 2019 | 0.013 | 0.082 | 0.025 | -0.020 |
| 2018 | 0.007 | -0.039 | -0.016 | 0.047 |
| 2017 | 0.057 | -0.012 | -0.001 | -0.004 |
| 2016 | 0.116 | 0.083 | 0.067 | 0.007 |
| 2015 | 0.009 | -0.076 | -0.060 | 0.033 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.071 |
| 5 years | 0.025 |
| 10 years | 0.048 |