Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 42 |
| 1 month | -0.022 | 0 | 56 |
| 3 months | 0.082 | 0 | 42 |
| 1 year | 0.082 | 0 | 45 |
| 3 years | 0.021 | 0 | 56 |
| 5 years | 0.067 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.053 | — |
| 2022 | -0.165 | — |
| 2021 | 0.205 | — |
| 2020 | 0.030 | — |
| 2019 | 0.294 | — |
| 2018 | -0.106 | — |
| 2017 | 0.187 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.082 | — | — | — |
| 2024 | 0.060 | 0.030 | 0.016 | -0.044 |
| 2023 | 0.061 | 0.016 | -0.039 | 0.016 |
| 2022 | -0.054 | -0.105 | -0.049 | 0.037 |
| 2021 | 0.043 | 0.088 | -0.020 | 0.083 |
| 2020 | -0.098 | 0.085 | 0.022 | 0.030 |
| 2019 | 0.142 | 0.060 | 0.022 | 0.046 |
| 2018 | -0.058 | 0.006 | 0.045 | -0.097 |
| 2017 | 0.072 | 0.048 | 0.028 | 0.028 |
| 2016 | 0.027 | 0.013 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.012 |
| 5 years | 0.062 |