Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.136 | 0 | 45 |
| 1 month | 0.037 | 0 | 46 |
| 3 months | 0.144 | 0 | 1 |
| 1 year | 0.106 | 0 | 62 |
| 3 years | 0.087 | 0 | 74 |
| 5 years | 0.116 | 0 | 58 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.065 | — |
| 2022 | -0.016 | — |
| 2021 | 0.157 | — |
| 2020 | -0.083 | — |
| 2019 | 0.231 | — |
| 2018 | -0.114 | — |
| 2017 | 0.140 | — |
| 2016 | 0.135 | — |
| 2015 | -0.028 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.101 | — | — |
| 2024 | 0.009 | 0.013 | 0.041 | -0.026 |
| 2023 | 0.038 | 0.010 | -0.014 | 0.031 |
| 2022 | -0.010 | -0.086 | -0.042 | 0.135 |
| 2021 | 0.080 | 0.029 | 0.036 | 0.005 |
| 2020 | -0.301 | 0.121 | -0.021 | 0.195 |
| 2019 | 0.102 | 0.040 | 0.009 | 0.064 |
| 2018 | -0.064 | 0.083 | -0.007 | -0.120 |
| 2017 | 0.032 | 0.022 | 0.029 | 0.050 |
| 2016 | -0.032 | -0.023 | 0.125 | 0.067 |
| 2015 | 0.046 | -0.016 | -0.101 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.087 |
| 5 years | 0.116 |
| 10 years | 0.057 |