Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 62 |
| 1 month | -0.033 | 0 | 38 |
| 3 months | -0.020 | 0 | 62 |
| 1 year | 0.062 | 0 | 28 |
| 3 years | 0.062 | 0 | 33 |
| 5 years | 0.133 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.214 | — |
| 2022 | -0.167 | — |
| 2021 | 0.250 | — |
| 2020 | 0.046 | — |
| 2019 | 0.248 | — |
| 2018 | -0.082 | — |
| 2017 | 0.183 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.056 | 0.007 | 0.074 | 0.003 |
| 2023 | 0.060 | 0.070 | -0.034 | 0.107 |
| 2022 | -0.053 | -0.161 | -0.059 | 0.115 |
| 2021 | 0.078 | 0.053 | 0.007 | 0.094 |
| 2020 | -0.205 | 0.127 | 0.065 | 0.096 |
| 2019 | 0.113 | 0.040 | 0.017 | 0.060 |
| 2018 | -0.029 | -0.002 | 0.058 | -0.105 |
| 2017 | 0.061 | 0.029 | 0.030 | 0.052 |
| 2016 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.048 |
| 5 years | 0.124 |