Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 74 |
| 1 month | -0.032 | 0 | 73 |
| 3 months | -0.006 | 0 | 74 |
| 1 year | 0.075 | 0 | 81 |
| 3 years | 0.052 | 0 | 81 |
| 5 years | 0.089 | 0 | 71 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.117 | — |
| 2022 | -0.151 | — |
| 2021 | 0.098 | — |
| 2020 | 0.118 | — |
| 2019 | 0.177 | — |
| 2018 | -0.079 | — |
| 2017 | 0.121 | — |
| 2016 | 0.049 | — |
| 2015 | 0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.059 | 0.004 | 0.056 | 0.020 |
| 2023 | 0.046 | 0.017 | -0.031 | 0.084 |
| 2022 | -0.072 | -0.120 | -0.015 | 0.055 |
| 2021 | 0.028 | 0.047 | -0.005 | 0.025 |
| 2020 | -0.135 | 0.141 | 0.047 | 0.083 |
| 2019 | 0.101 | 0.017 | 0.005 | 0.046 |
| 2018 | 0.003 | 0.016 | -0.008 | -0.088 |
| 2017 | 0.044 | 0.016 | 0.011 | 0.045 |
| 2016 | -0.018 | 0.015 | 0.047 | 0.005 |
| 2015 | 0.070 | -0.020 | -0.040 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.052 |
| 5 years | 0.089 |
| 10 years | 0.051 |