Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | — |
| 1 month | -0.026 | 0 | — |
| 3 months | -0.125 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0.127 | 0 | — |
| 5 years | 0.133 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.213 | — |
| 2023 | 0.324 | — |
| 2022 | -0.190 | — |
| 2021 | 0.222 | — |
| 2020 | 0.224 | — |
| 2019 | 0.318 | — |
| 2018 | 0.077 | — |
| 2017 | 0.169 | — |
| 2016 | 0.082 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.116 | 0.010 | 0.021 | 0.054 |
| 2023 | 0.066 | 0.115 | -0.019 | 0.135 |
| 2022 | -0.067 | -0.133 | -0.048 | 0.052 |
| 2021 | 0.083 | 0.081 | -0.013 | 0.057 |
| 2020 | -0.146 | 0.239 | 0.043 | 0.109 |
| 2019 | 0.131 | 0.049 | 0.005 | 0.106 |
| 2018 | -0.008 | 0.132 | 0.108 | -0.134 |
| 2017 | 0.019 | 0.059 | 0.058 | 0.024 |
| 2016 | 0.001 | 0.018 | 0.052 | 0.010 |
| 2015 | 0.063 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.127 |
| 5 years | 0.133 |