Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 86 |
| 1 month | -0.061 | 0 | 91 |
| 3 months | -0.039 | 0 | 86 |
| 1 year | 0.006 | 0 | 82 |
| 3 years | 0.004 | 0 | 81 |
| 5 years | 0.036 | 0 | 77 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.062 | — |
| 2022 | -0.181 | — |
| 2021 | 0.063 | — |
| 2020 | 0.027 | — |
| 2019 | 0.126 | — |
| 2018 | -0.078 | — |
| 2017 | 0.145 | — |
| 2016 | 0.004 | — |
| 2015 | 0.087 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.065 | 0.025 | 0.012 | 0.008 |
| 2023 | 0.012 | -0.004 | -0.029 | 0.084 |
| 2022 | -0.080 | -0.088 | 0.007 | -0.030 |
| 2021 | 0.004 | 0.037 | -0.013 | 0.034 |
| 2020 | -0.149 | 0.078 | 0.052 | 0.064 |
| 2019 | 0.074 | 0.005 | 0.000 | 0.043 |
| 2018 | 0.007 | -0.005 | -0.001 | -0.079 |
| 2017 | 0.052 | 0.026 | 0.059 | 0.002 |
| 2016 | -0.032 | -0.013 | 0.028 | 0.023 |
| 2015 | 0.138 | -0.002 | -0.074 | 0.033 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.050 |
| 3 years | -0.014 |
| 5 years | 0.025 |
| 10 years | 0.009 |