Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | — |
| 1 month | 0.017 | 0 | — |
| 3 months | -0.016 | 0 | — |
| 1 year | 0.114 | 0 | — |
| 3 years | 0.064 | 0 | — |
| 5 years | 0.085 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.112 | — |
| 2022 | -0.140 | — |
| 2021 | 0.216 | — |
| 2020 | -0.043 | — |
| 2019 | 0.141 | — |
| 2018 | -0.130 | — |
| 2017 | 0.127 | — |
| 2016 | -0.023 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.084 | 0.003 | 0.065 | -0.014 |
| 2023 | 0.022 | 0.035 | -0.020 | 0.073 |
| 2022 | -0.033 | -0.127 | -0.069 | 0.094 |
| 2021 | 0.078 | 0.050 | 0.004 | 0.070 |
| 2020 | -0.208 | 0.118 | 0.028 | 0.051 |
| 2019 | 0.087 | 0.020 | -0.001 | 0.030 |
| 2018 | -0.035 | 0.033 | -0.016 | -0.113 |
| 2017 | 0.055 | 0.018 | 0.008 | 0.041 |
| 2016 | -0.025 | -0.015 | 0.023 | -0.006 |
| 2015 | 0.058 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.046 |
| 5 years | 0.074 |