Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | — |
| 1 month | -0.016 | 0 | — |
| 3 months | -0.005 | 0 | — |
| 1 year | 0.032 | 0 | — |
| 3 years | 0.108 | 0 | — |
| 5 years | 0.131 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.250 | — |
| 2023 | -0.001 | — |
| 2022 | 0.220 | — |
| 2021 | 0.157 | — |
| 2020 | -0.060 | — |
| 2019 | 0.209 | — |
| 2018 | 0.004 | — |
| 2017 | 0.052 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | -0.041 | — | — |
| 2024 | 0.146 | -0.003 | 0.059 | 0.032 |
| 2023 | -0.044 | -0.002 | 0.059 | -0.012 |
| 2022 | 0.086 | 0.010 | 0.009 | 0.102 |
| 2021 | 0.046 | 0.006 | 0.027 | 0.071 |
| 2020 | -0.195 | 0.087 | -0.009 | 0.083 |
| 2019 | 0.074 | 0.113 | 0.064 | -0.049 |
| 2018 | -0.029 | 0.003 | 0.110 | -0.071 |
| 2017 | 0.027 | -0.009 | 0.004 | 0.030 |
| 2016 | 0.110 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.108 |
| 5 years | 0.131 |