Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | — |
| 1 month | -0.026 | 0 | — |
| 3 months | 0.022 | 0 | — |
| 1 year | 0.130 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.102 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.143 | — |
| 2022 | -0.133 | — |
| 2021 | 0.096 | — |
| 2020 | 0.058 | — |
| 2019 | 0.176 | — |
| 2018 | -0.020 | — |
| 2017 | 0.107 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.041 | 0.024 | 0.071 | 0.008 |
| 2023 | 0.053 | 0.011 | -0.021 | 0.097 |
| 2022 | -0.070 | -0.093 | -0.044 | 0.075 |
| 2021 | 0.015 | 0.052 | -0.011 | 0.037 |
| 2020 | -0.168 | 0.137 | 0.040 | 0.076 |
| 2019 | 0.099 | 0.020 | 0.010 | 0.038 |
| 2018 | 0.007 | 0.023 | 0.016 | -0.065 |
| 2017 | 0.043 | 0.008 | 0.009 | 0.044 |
| 2016 | 0.036 | 0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.078 |
| 5 years | 0.102 |