Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 62 |
| 1 month | -0.028 | 0 | 94 |
| 3 months | -0.012 | 0 | 32 |
| 1 year | 0.026 | 0 | 68 |
| 3 years | 0.050 | 0 | 73 |
| 5 years | 0.078 | 0 | 83 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.135 | — |
| 2022 | -0.134 | — |
| 2021 | 0.200 | — |
| 2020 | -0.060 | — |
| 2019 | 0.248 | — |
| 2018 | -0.140 | — |
| 2017 | 0.086 | — |
| 2016 | -0.041 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.063 | — | — | — |
| 2024 | 0.068 | 0.006 | 0.011 | -0.027 |
| 2023 | 0.060 | 0.023 | -0.022 | 0.070 |
| 2022 | -0.058 | -0.086 | -0.054 | 0.064 |
| 2021 | 0.056 | 0.056 | 0.005 | 0.070 |
| 2020 | -0.238 | 0.135 | 0.019 | 0.066 |
| 2019 | 0.125 | 0.018 | 0.019 | 0.069 |
| 2018 | -0.046 | 0.033 | 0.011 | -0.137 |
| 2017 | 0.046 | 0.025 | 0.005 | 0.008 |
| 2016 | -0.066 | -0.037 | 0.048 | 0.017 |
| 2015 | -0.089 | 0.080 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.050 |
| 5 years | 0.078 |
| 10 years | 0.027 |