Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 94 |
| 1 month | -0.006 | 0 | 7 |
| 3 months | -0.092 | 0 | 93 |
| 1 year | 0.038 | 0 | 26 |
| 3 years | 0.060 | 0 | 2 |
| 5 years | 0.082 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.279 | — |
| 2023 | 0.015 | — |
| 2022 | -0.064 | — |
| 2021 | 0.170 | — |
| 2020 | 0.006 | — |
| 2019 | -0.011 | — |
| 2018 | 0.005 | — |
| 2017 | 0.181 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | — | — | — |
| 2024 | 0.176 | 0.025 | -0.008 | 0.070 |
| 2023 | 0.001 | 0.003 | 0.004 | 0.008 |
| 2022 | -0.034 | -0.017 | -0.012 | -0.002 |
| 2021 | 0.083 | 0.054 | 0.014 | 0.011 |
| 2020 | -0.089 | 0.056 | 0.045 | 0.001 |
| 2019 | -0.003 | -0.006 | -0.004 | 0.001 |
| 2018 | -0.029 | 0.047 | 0.027 | -0.038 |
| 2017 | 0.044 | -0.005 | 0.071 | 0.062 |
| 2016 | 0.000 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.057 |
| 5 years | 0.080 |