Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 50 |
| 1 month | -0.015 | 0 | 25 |
| 3 months | -0.083 | 0 | 54 |
| 1 year | 0.062 | 0 | 8 |
| 3 years | 0.025 | 0 | 64 |
| 5 years | 0.036 | 0 | 91 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.104 | — |
| 2022 | -0.232 | — |
| 2021 | 0.065 | — |
| 2020 | 0.108 | — |
| 2019 | 0.161 | — |
| 2018 | -0.116 | — |
| 2017 | 0.035 | — |
| 2016 | -0.012 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.073 | 0.007 | 0.053 | 0.043 |
| 2023 | 0.046 | 0.001 | -0.041 | 0.100 |
| 2022 | -0.078 | -0.129 | -0.054 | 0.011 |
| 2021 | 0.012 | 0.058 | -0.019 | 0.014 |
| 2020 | -0.146 | 0.156 | 0.051 | 0.068 |
| 2019 | 0.093 | 0.008 | 0.010 | 0.044 |
| 2018 | -0.004 | -0.018 | 0.000 | -0.095 |
| 2017 | 0.010 | 0.020 | 0.004 | 0.001 |
| 2016 | -0.027 | -0.013 | 0.015 | 0.014 |
| 2015 | -0.036 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.025 |
| 5 years | 0.036 |
| 10 years | 0.014 |