Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | 12 |
| 1 month | 0.000 | 0 | 23 |
| 3 months | 0.025 | 0 | 13 |
| 1 year | 0.166 | 0 | 13 |
| 3 years | 0.108 | 0 | 24 |
| 5 years | 0.070 | 0 | 62 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.109 | — |
| 2022 | -0.180 | — |
| 2021 | 0.056 | — |
| 2020 | 0.106 | — |
| 2019 | 0.126 | — |
| 2018 | -0.056 | — |
| 2017 | 0.203 | — |
| 2016 | -0.051 | — |
| 2015 | 0.181 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.091 | — | — | — |
| 2024 | 0.075 | 0.001 | 0.065 | -0.017 |
| 2023 | 0.068 | 0.000 | -0.036 | 0.077 |
| 2022 | -0.134 | -0.140 | -0.015 | 0.117 |
| 2021 | -0.010 | 0.030 | 0.000 | 0.036 |
| 2020 | -0.103 | 0.098 | 0.074 | 0.044 |
| 2019 | 0.067 | 0.023 | -0.023 | 0.056 |
| 2018 | 0.017 | 0.008 | -0.023 | -0.057 |
| 2017 | 0.074 | 0.058 | 0.007 | 0.051 |
| 2016 | -0.038 | 0.008 | 0.041 | -0.060 |
| 2015 | 0.134 | -0.023 | -0.013 | 0.081 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.166 |
| 3 years | 0.108 |
| 5 years | 0.070 |
| 10 years | 0.053 |