Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | -0.018 | 0 | — |
| 1 year | 0.079 | 0 | — |
| 3 years | 0.042 | 0 | — |
| 5 years | 0.048 | 0 | — |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.123 | — |
| 2022 | -0.172 | — |
| 2021 | 0.066 | — |
| 2020 | -0.050 | — |
| 2019 | 0.149 | — |
| 2018 | -0.065 | — |
| 2017 | 0.114 | — |
| 2016 | 0.082 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.040 | 0.013 | 0.047 | -0.011 |
| 2023 | 0.025 | 0.022 | -0.012 | 0.084 |
| 2022 | -0.063 | -0.102 | -0.049 | 0.035 |
| 2021 | 0.005 | 0.043 | -0.004 | 0.022 |
| 2020 | -0.213 | 0.087 | 0.044 | 0.065 |
| 2019 | 0.070 | 0.029 | 0.020 | 0.023 |
| 2018 | -0.025 | 0.011 | 0.010 | -0.061 |
| 2017 | 0.037 | 0.025 | 0.027 | 0.022 |
| 2016 | 0.024 | 0.028 | 0.026 | 0.002 |
| 2015 | -0.012 | -0.042 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.024 |
| 5 years | 0.037 |
| 10 years | 0.018 |