Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 30 |
| 1 month | -0.017 | 0 | 69 |
| 3 months | -0.082 | 0 | 52 |
| 1 year | -0.020 | 0 | 45 |
| 3 years | 0.030 | 0 | — |
| 5 years | 0.078 | 0 | — |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.112 | — |
| 2022 | -0.067 | — |
| 2021 | 0.088 | — |
| 2020 | 0.068 | — |
| 2019 | 0.193 | — |
| 2018 | -0.118 | — |
| 2017 | 0.217 | — |
| 2016 | 0.098 | — |
| 2015 | 0.076 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.057 | 0.058 | -0.010 | -0.002 |
| 2023 | 0.051 | 0.030 | 0.002 | 0.026 |
| 2022 | -0.009 | -0.030 | -0.061 | 0.034 |
| 2021 | 0.111 | -0.016 | -0.023 | 0.019 |
| 2020 | -0.216 | 0.149 | 0.024 | 0.156 |
| 2019 | 0.103 | -0.018 | 0.036 | 0.063 |
| 2018 | -0.046 | 0.025 | 0.014 | -0.109 |
| 2017 | 0.100 | 0.006 | 0.015 | 0.083 |
| 2016 | -0.051 | 0.024 | 0.093 | 0.034 |
| 2015 | 0.171 | -0.016 | -0.164 | 0.116 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.069 |
| 3 years | 0.012 |
| 5 years | 0.067 |
| 10 years | 0.042 |