Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.135 | 0 | 57 |
| 1 month | -0.040 | 0 | 86 |
| 3 months | -0.166 | 0 | 58 |
| 1 year | -0.041 | 0 | 48 |
| 3 years | 0.083 | 0 | 43 |
| 5 years | 0.134 | 0 | 17 |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.255 | — |
| 2023 | 0.151 | — |
| 2022 | -0.020 | — |
| 2021 | 0.344 | — |
| 2020 | -0.010 | — |
| 2019 | 0.337 | — |
| 2018 | -0.039 | — |
| 2017 | 0.095 | — |
| 2016 | 0.182 | — |
| 2015 | 0.061 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | — | — | — |
| 2024 | 0.148 | -0.005 | 0.026 | 0.071 |
| 2023 | 0.052 | 0.089 | -0.018 | 0.023 |
| 2022 | -0.007 | -0.073 | 0.014 | 0.050 |
| 2021 | 0.146 | 0.046 | 0.016 | 0.104 |
| 2020 | -0.209 | 0.131 | 0.030 | 0.074 |
| 2019 | 0.179 | 0.032 | 0.062 | 0.034 |
| 2018 | 0.006 | 0.088 | 0.030 | -0.148 |
| 2017 | 0.040 | -0.023 | 0.014 | 0.062 |
| 2016 | -0.033 | 0.053 | 0.068 | 0.086 |
| 2015 | 0.134 | -0.033 | -0.080 | 0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.083 |
| 5 years | 0.134 |
| 10 years | 0.099 |