Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 33 |
| 1 month | -0.002 | 0 | 79 |
| 3 months | -0.028 | 0 | 33 |
| 1 year | 0.066 | 0 | 24 |
| 3 years | 0.046 | 0 | 23 |
| 5 years | 0.064 | 0 | 32 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.123 | — |
| 2022 | -0.178 | — |
| 2021 | 0.110 | — |
| 2020 | 0.060 | — |
| 2019 | 0.185 | — |
| 2018 | -0.090 | — |
| 2017 | 0.166 | — |
| 2016 | 0.055 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.049 | 0.014 | 0.043 | -0.017 |
| 2023 | 0.036 | 0.028 | -0.026 | 0.082 |
| 2022 | -0.072 | -0.110 | -0.070 | 0.070 |
| 2021 | 0.024 | 0.053 | -0.006 | 0.035 |
| 2020 | -0.187 | 0.127 | 0.059 | 0.092 |
| 2019 | 0.088 | 0.029 | 0.002 | 0.056 |
| 2018 | -0.002 | -0.009 | 0.023 | -0.102 |
| 2017 | 0.052 | 0.037 | 0.035 | 0.033 |
| 2016 | 0.001 | 0.002 | 0.046 | 0.005 |
| 2015 | 0.010 | -0.065 | 0.029 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.031 |
| 5 years | 0.056 |
| 10 years | 0.037 |