Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 75 |
| 1 month | -0.005 | 0 | 45 |
| 3 months | -0.045 | 0 | 85 |
| 1 year | 0.023 | 0 | 71 |
| 3 years | 0.051 | 0 | 71 |
| 5 years | 0.083 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.134 | — |
| 2022 | -0.146 | — |
| 2021 | 0.233 | — |
| 2020 | -0.024 | — |
| 2019 | 0.290 | — |
| 2018 | -0.085 | — |
| 2017 | 0.179 | — |
| 2016 | -0.042 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.083 | -0.012 | 0.004 | -0.010 |
| 2023 | 0.085 | 0.019 | -0.041 | 0.070 |
| 2022 | -0.082 | -0.101 | -0.045 | 0.084 |
| 2021 | 0.063 | 0.081 | 0.012 | 0.061 |
| 2020 | -0.217 | 0.141 | 0.019 | 0.071 |
| 2019 | 0.122 | 0.045 | 0.021 | 0.078 |
| 2018 | -0.027 | 0.058 | 0.021 | -0.129 |
| 2017 | 0.085 | 0.056 | 0.016 | 0.013 |
| 2016 | -0.066 | -0.037 | 0.034 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.051 |
| 5 years | 0.083 |