Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 96 |
| 1 month | -0.008 | 0 | 64 |
| 3 months | -0.044 | 0 | 98 |
| 1 year | -0.014 | 0 | 98 |
| 3 years | 0.015 | 0 | 27 |
| 5 years | 0.023 | 0 | 16 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.062 | — |
| 2022 | -0.063 | — |
| 2021 | 0.054 | — |
| 2020 | 0.012 | — |
| 2019 | 0.106 | — |
| 2018 | -0.072 | — |
| 2017 | 0.061 | — |
| 2016 | -0.048 | — |
| 2015 | -0.004 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.036 | 0.002 | 0.024 | -0.018 |
| 2023 | 0.005 | 0.029 | -0.008 | 0.036 |
| 2022 | -0.050 | 0.032 | -0.009 | -0.035 |
| 2021 | 0.003 | 0.018 | -0.006 | 0.038 |
| 2020 | -0.078 | 0.044 | 0.011 | 0.040 |
| 2019 | 0.043 | 0.020 | 0.023 | 0.016 |
| 2018 | -0.015 | -0.015 | -0.003 | -0.040 |
| 2017 | 0.028 | 0.002 | 0.007 | 0.023 |
| 2016 | -0.047 | 0.000 | 0.018 | -0.020 |
| 2015 | 0.036 | -0.018 | -0.039 | 0.018 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.004 |
| 5 years | 0.017 |
| 10 years | 0.004 |