Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.104 | 0 | — |
| 1 year | 0.044 | 0 | — |
| 3 years | 0.112 | 0 | — |
| 5 years | 0.117 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.254 | — |
| 2023 | 0.226 | — |
| 2022 | -0.081 | — |
| 2021 | 0.205 | — |
| 2020 | 0.107 | — |
| 2019 | 0.219 | — |
| 2018 | -0.029 | — |
| 2017 | 0.139 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.071 | — | — | — |
| 2024 | 0.109 | 0.028 | 0.041 | 0.056 |
| 2023 | 0.108 | 0.072 | -0.019 | 0.053 |
| 2022 | -0.035 | -0.059 | 0.009 | 0.004 |
| 2021 | 0.045 | 0.065 | 0.025 | 0.057 |
| 2020 | -0.063 | 0.083 | 0.054 | 0.036 |
| 2019 | 0.088 | 0.023 | 0.052 | 0.040 |
| 2018 | -0.047 | 0.059 | 0.037 | -0.072 |
| 2017 | 0.043 | 0.034 | 0.009 | 0.048 |
| 2016 | 0.012 | 0.010 | 0.083 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.112 |
| 5 years | 0.117 |