Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 3 |
| 1 month | -0.015 | 0 | 70 |
| 3 months | -0.034 | 0 | 5 |
| 1 year | 0.042 | 0 | 6 |
| 3 years | 0.148 | 0 | 1 |
| 5 years | 0.176 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.194 | — |
| 2022 | -0.037 | — |
| 2021 | 0.288 | — |
| 2020 | 0.050 | — |
| 2019 | 0.333 | — |
| 2018 | -0.081 | — |
| 2017 | 0.095 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.074 | — | — | — |
| 2024 | 0.161 | 0.007 | 0.003 | -0.018 |
| 2023 | 0.045 | 0.035 | 0.020 | 0.082 |
| 2022 | -0.077 | -0.099 | -0.001 | 0.158 |
| 2021 | 0.119 | 0.058 | 0.010 | 0.077 |
| 2020 | -0.251 | 0.170 | 0.148 | 0.043 |
| 2019 | 0.105 | 0.074 | 0.019 | 0.102 |
| 2018 | -0.012 | 0.027 | 0.038 | -0.128 |
| 2017 | 0.043 | 0.047 | 0.018 | -0.016 |
| 2016 | 0.103 | 0.044 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.148 |
| 5 years | 0.176 |