Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 77 |
| 1 month | -0.011 | 0 | 85 |
| 3 months | -0.005 | 0 | 45 |
| 1 year | 0.048 | 0 | 66 |
| 3 years | 0.102 | 0 | 37 |
| 5 years | 0.103 | 0 | 68 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.211 | — |
| 2022 | -0.139 | — |
| 2021 | 0.196 | — |
| 2020 | -0.105 | — |
| 2019 | 0.133 | — |
| 2018 | -0.159 | — |
| 2017 | 0.150 | — |
| 2016 | -0.037 | — |
| 2015 | 0.130 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.074 | -0.003 | 0.009 | -0.005 |
| 2023 | 0.127 | 0.037 | -0.039 | 0.078 |
| 2022 | -0.106 | -0.104 | -0.052 | 0.134 |
| 2021 | 0.099 | 0.046 | -0.013 | 0.054 |
| 2020 | -0.283 | 0.145 | 0.016 | 0.073 |
| 2019 | 0.087 | 0.026 | 0.006 | 0.010 |
| 2018 | -0.032 | -0.013 | 0.013 | -0.132 |
| 2017 | 0.077 | 0.039 | 0.073 | -0.042 |
| 2016 | -0.121 | -0.088 | 0.093 | 0.098 |
| 2015 | 0.176 | -0.011 | -0.077 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.102 |
| 5 years | 0.103 |
| 10 years | 0.025 |