Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | — |
| 1 month | 0.021 | 0 | — |
| 3 months | 0.031 | 0 | — |
| 1 year | 0.020 | 0 | — |
| 3 years | -0.031 | 0 | — |
| 5 years | 0.036 | 0 | — |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.024 | — |
| 2023 | -0.060 | — |
| 2022 | -0.018 | — |
| 2021 | 0.187 | — |
| 2020 | 0.037 | — |
| 2019 | 0.054 | — |
| 2018 | 0.110 | — |
| 2017 | -0.026 | — |
| 2016 | 0.097 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | -0.014 | -0.017 | 0.023 | -0.017 |
| 2023 | -0.026 | 0.011 | -0.027 | -0.020 |
| 2022 | 0.028 | -0.043 | -0.001 | -0.001 |
| 2021 | 0.098 | 0.095 | -0.048 | 0.036 |
| 2020 | -0.043 | 0 | 0.026 | 0.056 |
| 2019 | -0.004 | 0 | 0.058 | 0 |
| 2018 | 0.037 | -0.010 | 0.080 | 0 |
| 2017 | -0.061 | 0.037 | 0.019 | -0.019 |
| 2016 | 0.039 | -0.010 | 0.077 | -0.010 |
| 2015 | 0.048 | -0.030 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | -0.031 |
| 5 years | 0.036 |
| 10 years | 0.038 |