Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 53 |
| 1 month | -0.035 | 0 | 97 |
| 3 months | -0.034 | 0 | 73 |
| 1 year | 0.012 | 0 | 77 |
| 3 years | 0.058 | 0 | 64 |
| 5 years | 0.072 | 0 | 87 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.112 | — |
| 2022 | -0.112 | — |
| 2021 | 0.171 | — |
| 2020 | -0.044 | — |
| 2019 | 0.179 | — |
| 2018 | -0.127 | — |
| 2017 | 0.094 | — |
| 2016 | -0.063 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.077 | — | — | — |
| 2024 | 0.109 | -0.026 | 0.026 | -0.039 |
| 2023 | 0.047 | 0.017 | -0.017 | 0.063 |
| 2022 | -0.056 | -0.078 | -0.070 | 0.098 |
| 2021 | 0.056 | 0.045 | -0.006 | 0.067 |
| 2020 | -0.184 | 0.107 | -0.006 | 0.065 |
| 2019 | 0.099 | 0.026 | 0.012 | 0.033 |
| 2018 | -0.043 | 0.032 | 0.018 | -0.131 |
| 2017 | 0.039 | 0.010 | 0.030 | 0.011 |
| 2016 | -0.082 | -0.052 | 0.028 | 0.048 |
| 2015 | -0.101 | 0.066 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.058 |
| 5 years | 0.072 |
| 10 years | 0.020 |