Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 28 |
| 1 month | -0.030 | 0 | 28 |
| 3 months | -0.056 | 0 | 38 |
| 1 year | 0.016 | 0 | 34 |
| 3 years | -0.028 | 0 | 80 |
| 5 years | 0.034 | 0 | 46 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | -0.084 | — |
| 2022 | -0.207 | — |
| 2021 | 0.010 | — |
| 2020 | 0.455 | — |
| 2019 | 0.193 | — |
| 2018 | -0.160 | — |
| 2017 | 0.422 | — |
| 2016 | 0.194 | — |
| 2015 | 0.045 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.044 | 0.084 | 0.012 | -0.019 |
| 2023 | -0.004 | -0.053 | -0.014 | -0.014 |
| 2022 | -0.132 | -0.035 | -0.068 | 0.016 |
| 2021 | 0.026 | 0.065 | -0.037 | -0.041 |
| 2020 | -0.123 | 0.276 | 0.147 | 0.134 |
| 2019 | 0.091 | 0.055 | 0.008 | 0.028 |
| 2018 | -0.031 | -0.013 | -0.056 | -0.070 |
| 2017 | 0.131 | 0.058 | 0.079 | 0.102 |
| 2016 | 0.026 | 0.061 | 0.131 | -0.031 |
| 2015 | 0.116 | -0.029 | -0.142 | 0.123 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | -0.028 |
| 5 years | 0.034 |
| 10 years | 0.061 |