Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | 45 |
| 1 month | -0.007 | 0 | 88 |
| 3 months | -0.108 | 0 | 63 |
| 1 year | 0.056 | 0 | 71 |
| 3 years | 0.059 | 0 | 88 |
| 5 years | 0.081 | 0 | 91 |
| 10 years | 0.114 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.148 | — |
| 2023 | 0.342 | — |
| 2022 | -0.391 | — |
| 2021 | 0.230 | — |
| 2020 | 0.346 | — |
| 2019 | 0.368 | — |
| 2018 | 0.062 | — |
| 2017 | 0.266 | — |
| 2016 | 0.008 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.073 | -0.008 | 0.040 | 0.036 |
| 2023 | 0.143 | 0.085 | -0.037 | 0.124 |
| 2022 | -0.143 | -0.243 | -0.055 | -0.005 |
| 2021 | 0.018 | 0.130 | 0.023 | 0.045 |
| 2020 | -0.143 | 0.278 | 0.101 | 0.117 |
| 2019 | 0.175 | 0.047 | 0.002 | 0.109 |
| 2018 | 0.032 | 0.079 | 0.101 | -0.133 |
| 2017 | 0.090 | 0.060 | 0.042 | 0.052 |
| 2016 | 0.001 | -0.026 | 0.043 | -0.009 |
| 2015 | 0.018 | 0.002 | 0.077 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.048 |
| 5 years | 0.074 |
| 10 years | 0.110 |