Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 90 |
| 1 month | 0.012 | 0 | 48 |
| 3 months | -0.069 | 0 | 90 |
| 1 year | 0.064 | 0 | 73 |
| 3 years | 0.068 | 0 | 70 |
| 5 years | 0.105 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.166 | — |
| 2022 | -0.158 | — |
| 2021 | 0.218 | — |
| 2020 | 0.062 | — |
| 2019 | 0.236 | — |
| 2018 | -0.104 | — |
| 2017 | 0.193 | — |
| 2016 | 0.097 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.095 | 0.012 | 0.045 | 0.006 |
| 2023 | 0.046 | 0.051 | -0.019 | 0.081 |
| 2022 | -0.050 | -0.127 | -0.068 | 0.089 |
| 2021 | 0.065 | 0.071 | -0.002 | 0.069 |
| 2020 | -0.207 | 0.133 | 0.057 | 0.119 |
| 2019 | 0.104 | 0.036 | 0.000 | 0.081 |
| 2018 | -0.015 | -0.011 | 0.045 | -0.120 |
| 2017 | 0.057 | 0.037 | 0.030 | 0.058 |
| 2016 | 0.010 | 0.001 | 0.062 | 0.022 |
| 2015 | 0.060 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.068 |
| 5 years | 0.105 |