Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 42 |
| 1 month | 0.030 | 0 | 54 |
| 3 months | -0.037 | 0 | 38 |
| 1 year | 0.022 | 0 | 53 |
| 3 years | 0.017 | 0 | 29 |
| 5 years | 0.061 | 0 | 51 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.078 | — |
| 2022 | -0.174 | — |
| 2021 | 0.166 | — |
| 2020 | -0.052 | — |
| 2019 | 0.295 | — |
| 2018 | -0.133 | — |
| 2017 | 0.176 | — |
| 2016 | 0.062 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.013 | 0.038 | 0.040 | -0.014 |
| 2023 | 0.007 | -0.016 | 0.003 | 0.085 |
| 2022 | -0.091 | -0.118 | -0.073 | 0.110 |
| 2021 | 0.060 | 0.040 | 0.043 | 0.014 |
| 2020 | -0.303 | 0.127 | 0.006 | 0.199 |
| 2019 | 0.089 | 0.034 | 0.033 | 0.113 |
| 2018 | -0.058 | 0.080 | -0.017 | -0.133 |
| 2017 | 0.050 | 0.037 | 0.028 | 0.050 |
| 2016 | -0.025 | -0.045 | 0.115 | 0.024 |
| 2015 | 0.032 | -0.043 | 0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.017 |
| 5 years | 0.061 |
| 10 years | 0.039 |