Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.104 | 0 | 95 |
| 1 month | -0.016 | 0 | 92 |
| 3 months | -0.093 | 0 | 93 |
| 1 year | -0.087 | 0 | 81 |
| 3 years | -0.056 | 0 | 63 |
| 5 years | 0.058 | 0 | 34 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | -0.039 | — |
| 2022 | -0.222 | — |
| 2021 | 0.287 | — |
| 2020 | 0.159 | — |
| 2019 | 0.406 | — |
| 2018 | -0.089 | — |
| 2017 | 0.333 | — |
| 2016 | 0.193 | — |
| 2015 | 0.267 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.089 | — | — | — |
| 2024 | 0.041 | 0.083 | -0.014 | -0.016 |
| 2023 | -0.037 | -0.017 | -0.041 | 0.058 |
| 2022 | -0.120 | -0.103 | -0.077 | 0.068 |
| 2021 | 0.130 | 0.090 | 0.066 | -0.020 |
| 2020 | -0.281 | 0.220 | 0.093 | 0.210 |
| 2019 | 0.099 | 0.068 | 0.039 | 0.153 |
| 2018 | -0.006 | 0.061 | 0.010 | -0.144 |
| 2017 | 0.059 | 0.100 | 0.067 | 0.072 |
| 2016 | 0.010 | -0.063 | 0.185 | 0.063 |
| 2015 | 0.053 | 0.073 | 0.037 | 0.081 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.133 |
| 3 years | -0.072 |
| 5 years | 0.047 |
| 10 years | 0.094 |