Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | — |
| 1 month | -0.056 | 0 | — |
| 3 months | -0.042 | 0 | — |
| 1 year | 0.048 | 0 | — |
| 3 years | 0.035 | 0 | — |
| 5 years | 0.049 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.101 | — |
| 2022 | -0.147 | — |
| 2021 | 0.191 | — |
| 2020 | -0.104 | — |
| 2019 | 0.221 | — |
| 2018 | -0.079 | — |
| 2017 | 0.095 | — |
| 2016 | -0.068 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.077 | — | — | — |
| 2024 | 0.066 | 0.016 | 0.028 | -0.023 |
| 2023 | 0.056 | 0.010 | -0.012 | 0.045 |
| 2022 | -0.072 | -0.065 | -0.060 | 0.045 |
| 2021 | 0.048 | 0.060 | 0.005 | 0.067 |
| 2020 | -0.151 | 0.041 | 0.001 | 0.012 |
| 2019 | 0.114 | 0.027 | 0.034 | 0.032 |
| 2018 | -0.044 | 0.036 | 0.019 | -0.088 |
| 2017 | 0.057 | 0.029 | -0.001 | 0.008 |
| 2016 | -0.075 | -0.008 | 0.021 | -0.006 |
| 2015 | -0.060 | 0.077 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.035 |
| 5 years | 0.049 |