Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 84 |
| 1 month | -0.006 | 0 | 29 |
| 3 months | -0.068 | 0 | 82 |
| 1 year | 0.028 | 0 | 55 |
| 3 years | 0.034 | 0 | 23 |
| 5 years | 0.045 | 0 | 37 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.131 | — |
| 2023 | 0.098 | — |
| 2022 | -0.103 | — |
| 2021 | 0.096 | — |
| 2020 | 0.062 | — |
| 2019 | 0.141 | — |
| 2018 | -0.077 | — |
| 2017 | 0.045 | — |
| 2016 | 0.028 | — |
| 2015 | 0.052 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.057 | 0.017 | 0.014 | 0.037 |
| 2023 | 0.029 | 0.029 | -0.004 | 0.041 |
| 2022 | -0.026 | -0.082 | -0.008 | 0.010 |
| 2021 | 0.040 | 0.015 | 0.011 | 0.027 |
| 2020 | -0.066 | 0.054 | 0.015 | 0.062 |
| 2019 | 0.070 | 0.016 | 0.030 | 0.019 |
| 2018 | -0.032 | 0.012 | 0.013 | -0.069 |
| 2017 | 0.021 | -0.001 | 0.004 | 0.020 |
| 2016 | -0.024 | 0.015 | 0.023 | 0.013 |
| 2015 | 0.090 | -0.032 | -0.048 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.016 |
| 5 years | 0.034 |
| 10 years | 0.025 |