Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.089 | 0 | 85 |
| 1 month | -0.069 | 0 | 87 |
| 3 months | -0.104 | 0 | 88 |
| 1 year | 0.021 | 0 | 73 |
| 3 years | 0.064 | 0 | 35 |
| 5 years | 0.136 | 0 | 51 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.294 | — |
| 2023 | 0.173 | — |
| 2022 | -0.149 | — |
| 2021 | 0.295 | — |
| 2020 | -0.025 | — |
| 2019 | 0.197 | — |
| 2018 | -0.166 | — |
| 2017 | 0.186 | — |
| 2016 | 0.090 | — |
| 2015 | -0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.168 | 0.049 | -0.009 | 0.065 |
| 2023 | -0.002 | 0.055 | 0.120 | -0.005 |
| 2022 | -0.061 | -0.054 | -0.003 | -0.040 |
| 2021 | 0.045 | 0.122 | 0.083 | 0.020 |
| 2020 | -0.286 | 0.171 | 0.007 | 0.159 |
| 2019 | 0.093 | 0.022 | 0.039 | 0.030 |
| 2018 | 0.024 | -0.092 | -0.066 | -0.040 |
| 2017 | 0.062 | 0.008 | 0.028 | 0.078 |
| 2016 | -0.039 | 0.048 | 0.013 | 0.068 |
| 2015 | 0.094 | -0.008 | -0.108 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.064 |
| 5 years | 0.136 |
| 10 years | 0.051 |