Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 19 |
| 1 month | -0.024 | 0 | 63 |
| 3 months | -0.042 | 0 | 32 |
| 1 year | 0.019 | 0 | 40 |
| 3 years | 0.079 | 0 | 2 |
| 5 years | 0.107 | 0 | 2 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.123 | — |
| 2022 | -0.053 | — |
| 2021 | 0.157 | — |
| 2020 | -0.004 | — |
| 2019 | 0.138 | — |
| 2018 | -0.078 | — |
| 2017 | 0.260 | — |
| 2016 | 0.376 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.065 | 0.092 | -0.020 | 0.005 |
| 2023 | 0.024 | 0.026 | 0.037 | 0.030 |
| 2022 | -0.036 | -0.044 | -0.008 | 0.037 |
| 2021 | 0.097 | 0.037 | 0.040 | -0.023 |
| 2020 | -0.226 | 0.138 | -0.006 | 0.136 |
| 2019 | 0.064 | 0.059 | -0.028 | 0.039 |
| 2018 | -0.020 | -0.015 | 0.008 | -0.053 |
| 2017 | 0.108 | 0.028 | 0.039 | 0.065 |
| 2016 | 0.077 | 0.065 | 0.154 | 0.040 |
| 2015 | -0.123 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.079 |
| 5 years | 0.107 |
| 10 years | 0.077 |