Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.110 | 0 | 6 |
| 1 month | 0.030 | 0 | 6 |
| 3 months | 0.058 | 0 | 3 |
| 1 year | 0.090 | 0 | 10 |
| 3 years | 0.046 | 0 | 14 |
| 5 years | 0.081 | 0 | 33 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.094 | — |
| 2022 | -0.205 | — |
| 2021 | 0.179 | — |
| 2020 | 0.031 | — |
| 2019 | 0.290 | — |
| 2018 | -0.149 | — |
| 2017 | 0.218 | — |
| 2016 | 0.001 | — |
| 2015 | 0.274 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.078 | — | — | — |
| 2024 | 0.078 | -0.019 | 0.008 | -0.026 |
| 2023 | 0.082 | -0.007 | -0.055 | 0.078 |
| 2022 | -0.123 | -0.135 | -0.061 | 0.115 |
| 2021 | 0.044 | 0.059 | 0.029 | 0.036 |
| 2020 | -0.264 | 0.220 | 0.061 | 0.083 |
| 2019 | 0.150 | 0.035 | 0.009 | 0.074 |
| 2018 | -0.025 | 0.031 | 0.013 | -0.164 |
| 2017 | 0.073 | 0.042 | 0.052 | 0.036 |
| 2016 | -0.051 | -0.029 | 0.088 | -0.001 |
| 2015 | 0.182 | 0.013 | -0.040 | 0.108 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.046 |
| 5 years | 0.081 |
| 10 years | 0.057 |