Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | — |
| 1 month | 0.011 | 0 | — |
| 3 months | 0.037 | 0 | — |
| 1 year | 0.079 | 0 | — |
| 3 years | 0.076 | 0 | — |
| 5 years | 0.081 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.056 | — |
| 2022 | 0.080 | — |
| 2021 | 0.177 | — |
| 2020 | -0.035 | — |
| 2019 | -0.147 | — |
| 2018 | -0.042 | — |
| 2017 | 0.054 | — |
| 2016 | 0.007 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.037 | — | — | — |
| 2024 | 0.022 | 0.012 | -0.003 | 0.030 |
| 2023 | 0.006 | 0.020 | 0.016 | 0.012 |
| 2022 | 0.010 | 0.014 | 0.034 | 0.019 |
| 2021 | 0.098 | 0.041 | -0.002 | 0.032 |
| 2020 | -0.032 | -0.013 | 0.017 | -0.006 |
| 2019 | -0.035 | -0.028 | -0.050 | -0.043 |
| 2018 | 0.028 | -0.031 | -0.015 | -0.024 |
| 2017 | 0.005 | -0.005 | 0.051 | 0.003 |
| 2016 | -0.008 | -0.016 | -0.001 | 0.033 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.076 |
| 5 years | 0.081 |