Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | 88 |
| 1 month | -0.027 | 0 | 76 |
| 3 months | -0.088 | 0 | 85 |
| 1 year | 0.033 | 0 | 40 |
| 3 years | 0.039 | 0 | 24 |
| 5 years | 0.061 | 0 | 25 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.107 | — |
| 2022 | -0.136 | — |
| 2021 | 0.117 | — |
| 2020 | -0.003 | — |
| 2019 | 0.108 | — |
| 2018 | -0.105 | — |
| 2017 | 0.070 | — |
| 2016 | 0.042 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.067 | 0.028 | 0.023 | 0.041 |
| 2023 | 0.027 | 0.028 | -0.001 | 0.049 |
| 2022 | -0.046 | -0.089 | -0.020 | 0.015 |
| 2021 | 0.041 | 0.029 | 0.002 | 0.040 |
| 2020 | -0.190 | 0.104 | 0.037 | 0.075 |
| 2019 | 0.059 | -0.002 | 0.004 | 0.044 |
| 2018 | -0.023 | -0.004 | 0.020 | -0.098 |
| 2017 | 0.011 | 0.013 | 0.022 | 0.023 |
| 2016 | -0.036 | 0.007 | 0.027 | 0.045 |
| 2015 | -0.026 | -0.067 | 0.037 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.039 |
| 5 years | 0.061 |
| 10 years | 0.021 |