Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.109 | 0 | 2 |
| 1 month | 0.038 | 0 | 2 |
| 3 months | 0.168 | 0 | 1 |
| 1 year | 0.237 | 0 | 1 |
| 3 years | 0.202 | 0 | 1 |
| 5 years | 0.108 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.290 | — |
| 2023 | 0.269 | — |
| 2022 | -0.243 | — |
| 2021 | 0.075 | — |
| 2020 | 0.176 | — |
| 2019 | 0.216 | — |
| 2018 | -0.026 | — |
| 2017 | 0.039 | — |
| 2016 | 0.150 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | 0.168 | — | — |
| 2024 | 0.103 | 0.048 | -0.042 | 0.164 |
| 2023 | 0.050 | 0.087 | 0.014 | 0.097 |
| 2022 | -0.131 | -0.090 | 0.048 | -0.087 |
| 2021 | -0.014 | 0.112 | -0.011 | -0.009 |
| 2020 | -0.200 | 0.302 | 0.030 | 0.096 |
| 2019 | 0.112 | 0.039 | 0.026 | 0.025 |
| 2018 | -0.012 | 0.093 | 0.037 | -0.130 |
| 2017 | 0.028 | -0.022 | -0.016 | 0.050 |
| 2016 | -0.017 | 0.031 | 0.045 | 0.086 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.175 |
| 3 years | 0.182 |
| 5 years | 0.096 |