Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | 68 |
| 1 month | -0.053 | 0 | 54 |
| 3 months | -0.128 | 0 | 52 |
| 1 year | 0.005 | 0 | 10 |
| 3 years | 0.007 | 0 | 27 |
| 5 years | 0.061 | 0 | 16 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.013 | — |
| 2022 | -0.102 | — |
| 2021 | 0.240 | — |
| 2020 | 0.008 | — |
| 2019 | 0.246 | — |
| 2018 | -0.065 | — |
| 2017 | 0.076 | — |
| 2016 | -0.010 | — |
| 2015 | 0.160 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | — | — | — |
| 2024 | 0.091 | -0.015 | 0.046 | 0.034 |
| 2023 | -0.009 | 0.024 | -0.033 | 0.033 |
| 2022 | -0.048 | -0.054 | -0.010 | 0.007 |
| 2021 | 0.095 | 0.055 | 0.033 | 0.039 |
| 2020 | -0.188 | 0.144 | -0.003 | 0.088 |
| 2019 | 0.114 | 0.009 | 0.039 | 0.067 |
| 2018 | -0.029 | 0.063 | 0.064 | -0.149 |
| 2017 | 0.061 | 0.004 | -0.011 | 0.021 |
| 2016 | -0.083 | 0.047 | -0.005 | 0.037 |
| 2015 | 0.194 | -0.019 | -0.087 | 0.085 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.045 |
| 3 years | -0.010 |
| 5 years | 0.050 |
| 10 years | 0.037 |