Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 82 |
| 1 month | -0.012 | 0 | 77 |
| 3 months | -0.035 | 0 | 74 |
| 1 year | 0.015 | 0 | 76 |
| 3 years | 0.033 | 0 | 86 |
| 5 years | 0.096 | 0 | 64 |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.101 | — |
| 2022 | -0.102 | — |
| 2021 | 0.233 | — |
| 2020 | -0.094 | — |
| 2019 | 0.229 | — |
| 2018 | -0.204 | — |
| 2017 | 0.111 | — |
| 2016 | -0.014 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.074 | 0.001 | 0.031 | -0.043 |
| 2023 | 0.085 | 0.016 | -0.042 | 0.043 |
| 2022 | -0.023 | -0.115 | -0.039 | 0.081 |
| 2021 | 0.117 | 0.055 | 0.001 | 0.046 |
| 2020 | -0.300 | 0.140 | -0.005 | 0.141 |
| 2019 | 0.131 | -0.004 | 0.022 | 0.067 |
| 2018 | -0.050 | -0.004 | 0.003 | -0.161 |
| 2017 | 0.062 | 0.009 | 0.044 | -0.007 |
| 2016 | -0.085 | -0.046 | 0.057 | 0.068 |
| 2015 | -0.025 | -0.114 | 0.067 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.033 |
| 5 years | 0.096 |
| 10 years | 0.016 |