Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | — |
| 1 month | 0.028 | 0 | — |
| 3 months | -0.051 | 0 | — |
| 1 year | 0.115 | 0 | — |
| 3 years | 0.063 | 0 | — |
| 5 years | 0.106 | 0 | — |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.255 | — |
| 2022 | -0.263 | — |
| 2021 | 0.183 | — |
| 2020 | 0.253 | — |
| 2019 | 0.253 | — |
| 2018 | -0.024 | — |
| 2017 | 0.226 | — |
| 2016 | 0.020 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.048 | -0.026 | 0.052 | -0.013 |
| 2023 | 0.083 | 0.043 | -0.042 | 0.159 |
| 2022 | -0.080 | -0.209 | -0.074 | 0.095 |
| 2021 | -0.024 | 0.103 | 0.024 | 0.073 |
| 2020 | -0.190 | 0.218 | 0.068 | 0.188 |
| 2019 | 0.143 | 0.041 | -0.032 | 0.087 |
| 2018 | 0.023 | 0.059 | 0.094 | -0.177 |
| 2017 | 0.087 | 0.061 | 0.036 | 0.026 |
| 2016 | -0.002 | -0.004 | 0.079 | -0.049 |
| 2015 | 0.010 | -0.084 | 0.039 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.045 |
| 5 years | 0.094 |
| 10 years | 0.076 |