Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 12 |
| 1 month | -0.002 | 0 | 8 |
| 3 months | -0.035 | 0 | 11 |
| 1 year | 0.065 | 0 | 6 |
| 3 years | 0.034 | 0 | 43 |
| 5 years | 0.069 | 0 | 42 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.126 | — |
| 2022 | -0.193 | — |
| 2021 | 0.131 | — |
| 2020 | 0.068 | — |
| 2019 | 0.177 | — |
| 2018 | -0.128 | — |
| 2017 | 0.159 | — |
| 2016 | 0.049 | — |
| 2015 | -0.040 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.054 | 0.018 | 0.053 | -0.023 |
| 2023 | 0.036 | 0.034 | -0.034 | 0.089 |
| 2022 | -0.038 | -0.149 | -0.071 | 0.061 |
| 2021 | 0.035 | 0.059 | -0.010 | 0.043 |
| 2020 | -0.203 | 0.132 | 0.062 | 0.114 |
| 2019 | 0.094 | 0.023 | -0.008 | 0.060 |
| 2018 | -0.020 | -0.013 | 0.017 | -0.114 |
| 2017 | 0.051 | 0.028 | 0.034 | 0.038 |
| 2016 | 0.003 | -0.007 | 0.045 | 0.008 |
| 2015 | 0.018 | -0.011 | -0.081 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.020 |
| 5 years | 0.060 |
| 10 years | 0.029 |