Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.172 | 0 | — |
| 1 month | 0.024 | 0 | — |
| 3 months | 0.073 | 0 | — |
| 1 year | 0.151 | 0 | — |
| 3 years | 0.167 | 0 | — |
| 5 years | 0.156 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.084 | — |
| 2023 | 0.185 | — |
| 2022 | 0.366 | — |
| 2021 | 0.061 | — |
| 2020 | -0.474 | — |
| 2019 | 0.393 | — |
| 2018 | 0.285 | — |
| 2017 | 0.194 | — |
| 2016 | 0.078 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.145 | — | — | — |
| 2024 | -0.038 | -0.071 | 0.145 | -0.106 |
| 2023 | 0.081 | 0.035 | -0.022 | 0.083 |
| 2022 | 0.075 | 0.055 | -0.074 | 0.301 |
| 2021 | 0.057 | 0.086 | -0.034 | -0.043 |
| 2020 | -0.530 | 0.172 | — | — |
| 2019 | 0.026 | -0.004 | 0.271 | 0.073 |
| 2018 | 0.136 | 0.065 | 0.008 | 0.054 |
| 2017 | 0.004 | 0.088 | 0.052 | 0.039 |
| 2016 | -0.055 | -0.049 | 0.040 | 0.153 |
| 2015 | 0.027 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.139 |
| 3 years | 0.163 |
| 5 years | 0.154 |