Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 79 |
| 1 month | -0.020 | 0 | 78 |
| 3 months | -0.081 | 0 | 82 |
| 1 year | 0.039 | 0 | 29 |
| 3 years | 0.048 | 0 | 18 |
| 5 years | 0.088 | 0 | 5 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.103 | — |
| 2022 | -0.072 | — |
| 2021 | 0.162 | — |
| 2020 | 0.064 | — |
| 2019 | 0.183 | — |
| 2018 | -0.052 | — |
| 2017 | 0.112 | — |
| 2016 | 0.245 | — |
| 2015 | 0.020 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.065 | 0.023 | 0.012 | 0.036 |
| 2023 | 0.018 | 0.019 | 0.002 | 0.060 |
| 2022 | -0.010 | -0.079 | 0.009 | 0.008 |
| 2021 | 0.030 | 0.059 | 0.021 | 0.043 |
| 2020 | -0.154 | 0.147 | 0.023 | 0.072 |
| 2019 | 0.087 | 0.044 | 0.017 | 0.025 |
| 2018 | -0.042 | 0.049 | 0.037 | -0.090 |
| 2017 | 0.046 | 0.006 | 0.016 | 0.042 |
| 2016 | 0.028 | 0.060 | 0.082 | 0.057 |
| 2015 | 0.068 | -0.046 | -0.065 | 0.071 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.048 |
| 5 years | 0.088 |
| 10 years | 0.075 |