Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.154 | 0 | 95 |
| 1 month | 0.025 | 0 | 2 |
| 3 months | -0.165 | 0 | 80 |
| 1 year | -0.061 | 0 | 91 |
| 3 years | 0.063 | 0 | 32 |
| 5 years | 0.104 | 0 | 25 |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.315 | — |
| 2023 | 0.193 | — |
| 2022 | -0.233 | — |
| 2021 | 0.281 | — |
| 2020 | 0.127 | — |
| 2019 | 0.341 | — |
| 2018 | -0.117 | — |
| 2017 | 0.207 | — |
| 2016 | 0.028 | — |
| 2015 | 0.176 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.175 | — | — | — |
| 2024 | 0.252 | 0.040 | -0.060 | 0.075 |
| 2023 | 0.055 | 0.083 | -0.059 | 0.110 |
| 2022 | -0.114 | -0.134 | 0.001 | -0.001 |
| 2021 | 0.053 | 0.083 | 0.014 | 0.108 |
| 2020 | -0.188 | 0.199 | 0.074 | 0.078 |
| 2019 | 0.198 | 0.037 | 0.029 | 0.049 |
| 2018 | -0.007 | 0.052 | 0.020 | -0.171 |
| 2017 | 0.078 | 0.008 | 0.058 | 0.050 |
| 2016 | -0.061 | 0.014 | 0.037 | 0.040 |
| 2015 | 0.180 | -0.036 | -0.064 | 0.104 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.089 |
| 3 years | 0.052 |
| 5 years | 0.097 |
| 10 years | 0.081 |