Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.143 | 0 | 3 |
| 1 month | 0.033 | 0 | 21 |
| 3 months | 0.091 | 0 | 4 |
| 1 year | 0.180 | 0 | 5 |
| 3 years | 0.109 | 0 | 11 |
| 5 years | 0.152 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.178 | — |
| 2022 | -0.143 | — |
| 2021 | 0.210 | — |
| 2020 | 0.385 | — |
| 2019 | 0.109 | — |
| 2018 | -0.119 | — |
| 2017 | 0.083 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.106 | — | — | — |
| 2024 | 0.017 | 0.015 | 0.101 | -0.066 |
| 2023 | 0.035 | 0.023 | 0.029 | 0.080 |
| 2022 | -0.065 | -0.143 | -0.062 | 0.139 |
| 2021 | 0.092 | 0.098 | -0.001 | 0.010 |
| 2020 | -0.173 | 0.355 | 0.053 | 0.174 |
| 2019 | 0.049 | 0.042 | -0.040 | 0.056 |
| 2018 | -0.017 | -0.020 | -0.063 | -0.024 |
| 2017 | 0.022 | -0.052 | 0.094 | 0.022 |
| 2016 | 0.202 | 0.111 | 0.008 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.111 |
| 3 years | 0.086 |
| 5 years | 0.138 |