Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.119 | 0 | 98 |
| 1 month | -0.017 | 0 | 97 |
| 3 months | -0.147 | 0 | 96 |
| 1 year | -0.006 | 0 | 98 |
| 3 years | 0.076 | 0 | 79 |
| 5 years | 0.118 | 0 | 55 |
| 10 years | 0.116 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.250 | — |
| 2023 | 0.250 | — |
| 2022 | -0.189 | — |
| 2021 | 0.227 | — |
| 2020 | 0.197 | — |
| 2019 | 0.285 | — |
| 2018 | -0.031 | — |
| 2017 | 0.236 | — |
| 2016 | 0.094 | — |
| 2015 | 0.097 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.104 | — | — | — |
| 2024 | 0.165 | 0.022 | 0.020 | 0.030 |
| 2023 | 0.036 | 0.121 | -0.020 | 0.098 |
| 2022 | -0.038 | -0.180 | -0.038 | 0.068 |
| 2021 | 0.065 | 0.056 | 0.018 | 0.072 |
| 2020 | -0.157 | 0.145 | 0.108 | 0.119 |
| 2019 | 0.113 | 0.045 | 0.021 | 0.083 |
| 2018 | -0.006 | 0.032 | 0.077 | -0.123 |
| 2017 | 0.062 | 0.046 | 0.050 | 0.059 |
| 2016 | -0.021 | 0.005 | 0.063 | 0.047 |
| 2015 | -0.005 | 0.026 | -0.036 | 0.114 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.076 |
| 5 years | 0.118 |
| 10 years | 0.116 |