Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.114 | 0 | 38 |
| 1 month | 0.017 | 0 | 25 |
| 3 months | 0.086 | 0 | 40 |
| 1 year | 0.151 | 0 | 20 |
| 3 years | 0.088 | 0 | 16 |
| 5 years | 0.039 | 0 | 28 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.073 | — |
| 2022 | -0.136 | — |
| 2021 | -0.035 | — |
| 2020 | 0.106 | — |
| 2019 | 0.150 | — |
| 2018 | -0.081 | — |
| 2017 | 0.265 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | 0.073 | — | — |
| 2024 | 0.015 | 0.031 | 0.080 | -0.033 |
| 2023 | 0.036 | -0.006 | -0.026 | 0.069 |
| 2022 | -0.051 | -0.076 | -0.085 | 0.077 |
| 2021 | 0.009 | 0.021 | -0.036 | -0.027 |
| 2020 | -0.141 | 0.120 | 0.046 | 0.098 |
| 2019 | 0.080 | 0.016 | -0.012 | 0.060 |
| 2018 | 0.004 | -0.043 | -0.014 | -0.030 |
| 2017 | 0.095 | 0.052 | 0.040 | 0.056 |
| 2016 | 0.012 | 0.057 | -0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.080 |
| 5 years | 0.034 |