Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 36 |
| 1 month | -0.031 | 0 | 92 |
| 3 months | -0.040 | 0 | 65 |
| 1 year | 0.120 | 0 | 6 |
| 3 years | 0.100 | 0 | 3 |
| 5 years | 0.090 | 0 | 4 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.209 | — |
| 2023 | 0.103 | — |
| 2022 | -0.106 | — |
| 2021 | 0.133 | — |
| 2020 | 0.124 | — |
| 2019 | 0.141 | — |
| 2018 | -0.003 | — |
| 2017 | 0.048 | — |
| 2016 | 0.018 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | 0.095 | 0.018 | 0.038 | 0.044 |
| 2023 | 0.039 | 0.008 | -0.017 | 0.072 |
| 2022 | -0.069 | -0.100 | -0.006 | 0.072 |
| 2021 | 0.000 | 0.042 | 0.024 | 0.063 |
| 2020 | -0.078 | 0.096 | 0.048 | 0.061 |
| 2019 | 0.064 | 0.025 | 0.019 | 0.026 |
| 2018 | -0.004 | 0.008 | 0.009 | -0.017 |
| 2017 | 0.028 | 0.005 | -0.012 | 0.027 |
| 2016 | -0.024 | 0.027 | 0.022 | -0.007 |
| 2015 | -0.015 | -0.010 | 0.039 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.120 |
| 3 years | 0.100 |
| 5 years | 0.090 |
| 10 years | 0.065 |