Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | — |
| 1 month | -0.032 | 0 | — |
| 3 months | -0.065 | 0 | — |
| 1 year | 0.095 | 0 | — |
| 3 years | 0.084 | 0 | — |
| 5 years | 0.082 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.188 | — |
| 2023 | 0.123 | — |
| 2022 | -0.103 | — |
| 2021 | 0.140 | — |
| 2020 | 0.105 | — |
| 2019 | 0.133 | — |
| 2018 | -0.012 | — |
| 2017 | 0.076 | — |
| 2016 | 0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.070 | 0.024 | 0.044 | 0.039 |
| 2023 | 0.049 | 0.017 | -0.023 | 0.077 |
| 2022 | -0.057 | -0.084 | 0.005 | 0.033 |
| 2021 | 0.020 | 0.045 | 0.013 | 0.056 |
| 2020 | -0.076 | 0.092 | 0.041 | 0.053 |
| 2019 | 0.066 | 0.022 | 0.008 | 0.032 |
| 2018 | 0.011 | 0.011 | 0.007 | -0.039 |
| 2017 | 0.022 | 0.016 | -0.001 | 0.037 |
| 2016 | -0.023 | 0.016 | 0.008 | 0.000 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.084 |
| 5 years | 0.082 |