Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 11 |
| 1 month | -0.064 | 0 | 98 |
| 3 months | -0.095 | 0 | 9 |
| 1 year | 0.057 | 0 | 16 |
| 3 years | 0.042 | 0 | 56 |
| 5 years | 0.103 | 0 | 26 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.069 | — |
| 2022 | -0.007 | — |
| 2021 | 0.245 | — |
| 2020 | 0.024 | — |
| 2019 | 0.328 | — |
| 2018 | 0.030 | — |
| 2017 | 0.216 | — |
| 2016 | 0.095 | — |
| 2015 | 0.164 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.019 | -0.052 | 0.122 | 0.020 |
| 2023 | 0.078 | 0.009 | -0.052 | 0.037 |
| 2022 | -0.030 | -0.047 | -0.031 | 0.108 |
| 2021 | 0.097 | 0.087 | -0.047 | 0.094 |
| 2020 | -0.219 | 0.135 | 0.038 | 0.112 |
| 2019 | 0.172 | 0.033 | 0.000 | 0.096 |
| 2018 | -0.016 | 0.089 | 0.026 | -0.064 |
| 2017 | 0.103 | 0.016 | 0.020 | 0.065 |
| 2016 | -0.040 | -0.011 | 0.087 | 0.061 |
| 2015 | 0.156 | -0.017 | -0.043 | 0.071 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.041 |
| 5 years | 0.102 |
| 10 years | 0.099 |