Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.136 | 0 | 38 |
| 1 month | -0.052 | 0 | 35 |
| 3 months | -0.158 | 0 | 38 |
| 1 year | 0.053 | 0 | 16 |
| 3 years | 0.090 | 0 | 20 |
| 5 years | 0.145 | 0 | 13 |
| 10 years | 0.118 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.329 | — |
| 2023 | 0.230 | — |
| 2022 | -0.150 | — |
| 2021 | 0.370 | — |
| 2020 | 0.121 | — |
| 2019 | 0.342 | — |
| 2018 | -0.006 | — |
| 2017 | 0.067 | — |
| 2016 | 0.155 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.089 | — | — | — |
| 2024 | 0.128 | 0.045 | 0.017 | 0.109 |
| 2023 | 0.059 | 0.083 | 0.000 | 0.073 |
| 2022 | -0.032 | -0.117 | 0.016 | -0.022 |
| 2021 | 0.098 | 0.081 | 0.027 | 0.123 |
| 2020 | -0.178 | 0.198 | 0.051 | 0.083 |
| 2019 | 0.161 | 0.029 | 0.059 | 0.060 |
| 2018 | -0.034 | 0.091 | 0.076 | -0.123 |
| 2017 | 0.045 | -0.034 | 0.009 | 0.048 |
| 2016 | -0.033 | 0.053 | 0.029 | 0.103 |
| 2015 | -0.034 | -0.074 | 0.091 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.086 |
| 5 years | 0.143 |
| 10 years | 0.117 |