Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.106 | 0 | 75 |
| 1 month | -0.050 | 0 | 85 |
| 3 months | -0.151 | 0 | 92 |
| 1 year | -0.074 | 0 | 99 |
| 3 years | 0.027 | 0 | 85 |
| 5 years | 0.058 | 0 | 95 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.173 | — |
| 2022 | -0.223 | — |
| 2021 | 0.217 | — |
| 2020 | 0.074 | — |
| 2019 | 0.347 | — |
| 2018 | -0.070 | — |
| 2017 | 0.055 | — |
| 2016 | -0.096 | — |
| 2015 | -0.005 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.117 | 0.029 | -0.019 | 0.011 |
| 2023 | 0.026 | 0.048 | -0.013 | 0.105 |
| 2022 | -0.109 | -0.111 | -0.027 | 0.009 |
| 2021 | 0.078 | 0.058 | -0.022 | 0.090 |
| 2020 | -0.186 | 0.170 | 0.060 | 0.064 |
| 2019 | 0.166 | 0.040 | 0.027 | 0.081 |
| 2018 | 0.008 | 0.042 | 0.014 | -0.127 |
| 2017 | 0.035 | 0.010 | 0.030 | -0.021 |
| 2016 | -0.067 | -0.074 | 0.016 | 0.029 |
| 2015 | 0.046 | -0.036 | -0.037 | 0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | 0.027 |
| 5 years | 0.058 |
| 10 years | 0.034 |