Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 51 |
| 1 month | -0.014 | 0 | 57 |
| 3 months | -0.053 | 0 | 63 |
| 1 year | 0.029 | 0 | 54 |
| 3 years | 0.017 | 0 | 66 |
| 5 years | 0.035 | 0 | 62 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.096 | — |
| 2022 | -0.155 | — |
| 2021 | 0.066 | — |
| 2020 | 0.007 | — |
| 2019 | 0.156 | — |
| 2018 | -0.070 | — |
| 2017 | 0.044 | — |
| 2016 | 0.077 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.042 | 0.006 | 0.022 | 0.015 |
| 2023 | 0.027 | 0.021 | -0.010 | 0.056 |
| 2022 | -0.049 | -0.089 | -0.032 | 0.008 |
| 2021 | 0.033 | 0.021 | -0.003 | 0.014 |
| 2020 | -0.168 | 0.106 | 0.017 | 0.075 |
| 2019 | 0.078 | 0.026 | 0.018 | 0.027 |
| 2018 | -0.024 | 0.007 | 0.005 | -0.059 |
| 2017 | 0.027 | -0.012 | 0.013 | 0.015 |
| 2016 | -0.013 | 0.022 | 0.035 | 0.032 |
| 2015 | -0.034 | -0.068 | 0.038 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.007 |
| 5 years | 0.029 |
| 10 years | 0.015 |