Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 1 |
| 1 month | 0.013 | 0 | 2 |
| 3 months | 0.053 | 0 | 1 |
| 1 year | 0.096 | 0 | 2 |
| 3 years | 0.024 | 0 | 47 |
| 5 years | 0.042 | 0 | 42 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.011 | — |
| 2023 | 0.044 | — |
| 2022 | -0.106 | — |
| 2021 | 0.064 | — |
| 2020 | 0.003 | — |
| 2019 | 0.094 | — |
| 2018 | -0.103 | — |
| 2017 | 0.063 | — |
| 2016 | 0.054 | — |
| 2015 | -0.037 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.068 | — | — | — |
| 2024 | 0.008 | -0.003 | 0.077 | -0.066 |
| 2023 | 0.035 | 0.004 | -0.044 | 0.051 |
| 2022 | -0.017 | -0.093 | -0.076 | 0.084 |
| 2021 | 0.024 | 0.045 | -0.034 | 0.029 |
| 2020 | -0.171 | 0.090 | 0.026 | 0.082 |
| 2019 | 0.061 | 0.012 | -0.011 | 0.030 |
| 2018 | -0.021 | -0.011 | -0.002 | -0.071 |
| 2017 | 0.030 | 0.016 | 0.007 | 0.009 |
| 2016 | 0.026 | 0.013 | 0.031 | -0.016 |
| 2015 | 0.015 | -0.004 | -0.061 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.024 |
| 5 years | 0.042 |
| 10 years | 0.011 |