Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | — |
| 1 month | 0.026 | 0 | — |
| 3 months | 0.025 | 0 | — |
| 1 year | 0.084 | 0 | — |
| 3 years | 0.167 | 0 | — |
| 5 years | 0.215 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.264 | — |
| 2022 | 0.061 | — |
| 2021 | 0.262 | — |
| 2020 | 0.188 | — |
| 2019 | 0.087 | — |
| 2018 | 0.011 | — |
| 2017 | 0.309 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.037 | 0.088 | 0.066 | -0.040 |
| 2023 | 0.001 | 0.110 | 0.049 | 0.085 |
| 2022 | -0.021 | -0.039 | 0.073 | 0.051 |
| 2021 | 0.063 | 0.100 | 0.071 | 0.008 |
| 2020 | -0.198 | 0.149 | 0.090 | 0.183 |
| 2019 | 0.058 | 0.010 | -0.015 | 0.033 |
| 2018 | -0.032 | 0.008 | 0.002 | 0.033 |
| 2017 | 0.115 | 0.048 | 0.034 | 0.083 |
| 2016 | 0.083 | 0.094 | -0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.167 |
| 5 years | 0.215 |