Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | — |
| 1 month | 0.038 | 0 | — |
| 3 months | 0.082 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0.083 | 0 | — |
| 5 years | 0.089 | 0 | — |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.116 | — |
| 2022 | -0.172 | — |
| 2021 | 0.173 | — |
| 2020 | 0.115 | — |
| 2019 | 0.229 | — |
| 2018 | -0.146 | — |
| 2017 | 0.161 | — |
| 2016 | 0.122 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | 0.082 | — | — |
| 2024 | 0.056 | -0.029 | 0.057 | -0.003 |
| 2023 | 0.034 | 0.033 | -0.042 | 0.091 |
| 2022 | -0.060 | -0.149 | -0.033 | 0.070 |
| 2021 | 0.108 | 0.045 | -0.010 | 0.023 |
| 2020 | -0.292 | 0.230 | 0.055 | 0.214 |
| 2019 | 0.134 | 0.010 | -0.004 | 0.078 |
| 2018 | -0.023 | 0.049 | 0.019 | -0.182 |
| 2017 | 0.035 | 0.024 | 0.048 | 0.045 |
| 2016 | -0.018 | 0.012 | 0.066 | 0.059 |
| 2015 | 0.003 | -0.094 | 0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.059 |
| 5 years | 0.075 |
| 10 years | 0.049 |