Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.195 | 0 | 15 |
| 1 month | 0.022 | 0 | 17 |
| 3 months | 0.152 | 0 | 6 |
| 1 year | 0.222 | 0 | 8 |
| 3 years | 0.138 | 0 | 11 |
| 5 years | 0.080 | 0 | 13 |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.109 | — |
| 2022 | -0.196 | — |
| 2021 | 0.033 | — |
| 2020 | 0.195 | — |
| 2019 | 0.139 | — |
| 2018 | -0.177 | — |
| 2017 | 0.420 | — |
| 2016 | 0.174 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | 0.141 | — | — |
| 2024 | 0.066 | 0.059 | 0.065 | -0.049 |
| 2023 | 0.055 | 0.016 | -0.040 | 0.078 |
| 2022 | -0.059 | -0.116 | -0.120 | 0.097 |
| 2021 | 0.064 | 0.067 | -0.075 | -0.016 |
| 2020 | -0.225 | 0.180 | 0.122 | 0.166 |
| 2019 | 0.062 | 0.005 | -0.059 | 0.134 |
| 2018 | 0.032 | -0.098 | -0.019 | -0.099 |
| 2017 | 0.139 | 0.053 | 0.118 | 0.058 |
| 2016 | 0.045 | 0.022 | 0.123 | -0.022 |
| 2015 | 0.038 | -0.175 | -0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.222 |
| 3 years | 0.138 |
| 5 years | 0.080 |
| 10 years | 0.076 |