Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 81 |
| 1 month | -0.026 | 0 | 81 |
| 3 months | -0.002 | 0 | 81 |
| 1 year | 0.069 | 0 | 85 |
| 3 years | 0.041 | 0 | 86 |
| 5 years | 0.066 | 0 | 81 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.103 | — |
| 2022 | -0.148 | — |
| 2021 | 0.065 | — |
| 2020 | 0.114 | — |
| 2019 | 0.149 | — |
| 2018 | -0.061 | — |
| 2017 | 0.095 | — |
| 2016 | 0.046 | — |
| 2015 | 0.032 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.041 | 0.004 | 0.053 | 0.014 |
| 2023 | 0.040 | 0.012 | -0.031 | 0.082 |
| 2022 | -0.072 | -0.106 | -0.014 | 0.042 |
| 2021 | 0.010 | 0.040 | -0.006 | 0.020 |
| 2020 | -0.100 | 0.119 | 0.037 | 0.066 |
| 2019 | 0.085 | 0.020 | 0.007 | 0.031 |
| 2018 | 0.000 | 0.009 | -0.008 | -0.061 |
| 2017 | 0.037 | 0.014 | 0.004 | 0.037 |
| 2016 | -0.007 | 0.018 | 0.037 | -0.002 |
| 2015 | 0.059 | -0.019 | -0.030 | 0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.041 |
| 5 years | 0.066 |
| 10 years | 0.041 |