Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.183 | 0 | — |
| 1 month | -0.012 | 0 | — |
| 3 months | 0.096 | 0 | — |
| 1 year | 0.260 | 0 | — |
| 3 years | 0.212 | 0 | — |
| 5 years | 0.191 | 0 | — |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | 0.339 | — |
| 2022 | -0.147 | — |
| 2021 | 0.307 | — |
| 2020 | -0.100 | — |
| 2019 | 0.126 | — |
| 2018 | -0.068 | — |
| 2017 | 0.269 | — |
| 2016 | 0.075 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.198 | — | — | — |
| 2024 | 0.055 | 0.080 | -0.011 | 0.025 |
| 2023 | 0.045 | 0.119 | -0.011 | 0.158 |
| 2022 | -0.071 | -0.110 | -0.128 | 0.183 |
| 2021 | 0.036 | 0.105 | 0.098 | 0.040 |
| 2020 | -0.297 | 0.153 | -0.033 | 0.147 |
| 2019 | 0.052 | 0.021 | -0.018 | 0.068 |
| 2018 | -0.008 | -0.045 | 0.054 | -0.067 |
| 2017 | 0.080 | 0.075 | 0.055 | 0.035 |
| 2016 | 0.003 | -0.055 | 0.056 | 0.074 |
| 2015 | 0.000 | -0.034 | -0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.235 |
| 3 years | 0.204 |
| 5 years | 0.186 |
| 10 years | 0.091 |