Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 26 |
| 1 month | -0.010 | 0 | 85 |
| 3 months | 0.038 | 0 | 13 |
| 1 year | 0.045 | 0 | 35 |
| 3 years | 0.045 | 0 | 13 |
| 5 years | 0.122 | 0 | 12 |
| 10 years | 0.114 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.099 | — |
| 2022 | -0.141 | — |
| 2021 | 0.254 | — |
| 2020 | 0.204 | — |
| 2019 | 0.213 | — |
| 2018 | -0.099 | — |
| 2017 | 0.295 | — |
| 2016 | 0.184 | — |
| 2015 | 0.293 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | 0.033 | 0.021 | 0.012 | -0.008 |
| 2023 | 0.052 | 0.023 | -0.018 | 0.040 |
| 2022 | -0.064 | -0.072 | -0.085 | 0.081 |
| 2021 | 0.095 | 0.083 | 0.026 | 0.031 |
| 2020 | -0.219 | 0.221 | 0.112 | 0.136 |
| 2019 | 0.064 | 0.048 | -0.015 | 0.104 |
| 2018 | 0.001 | 0.020 | -0.003 | -0.115 |
| 2017 | 0.088 | 0.081 | 0.055 | 0.044 |
| 2016 | -0.005 | -0.008 | 0.106 | 0.084 |
| 2015 | 0.138 | 0.040 | 0.022 | 0.068 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.028 |
| 5 years | 0.111 |
| 10 years | 0.108 |