Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 56 |
| 1 month | 0.013 | 0 | 72 |
| 3 months | -0.060 | 0 | 71 |
| 1 year | 0.073 | 0 | 20 |
| 3 years | 0.078 | 0 | 19 |
| 5 years | 0.070 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.140 | — |
| 2022 | -0.177 | — |
| 2021 | 0.047 | — |
| 2020 | 0.310 | — |
| 2019 | 0.230 | — |
| 2018 | -0.057 | — |
| 2017 | 0.282 | — |
| 2016 | 0.205 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | — | — | — |
| 2024 | 0.088 | -0.038 | 0.058 | 0.002 |
| 2023 | 0.059 | 0.035 | -0.016 | 0.058 |
| 2022 | -0.131 | -0.137 | 0.050 | 0.044 |
| 2021 | -0.046 | -0.013 | 0.114 | -0.002 |
| 2020 | -0.072 | 0.220 | 0.048 | 0.105 |
| 2019 | 0.053 | 0.082 | 0.072 | 0.007 |
| 2018 | -0.006 | 0.062 | 0.036 | -0.137 |
| 2017 | 0.096 | 0.026 | 0.046 | 0.091 |
| 2016 | 0.019 | 0.104 | 0.121 | -0.045 |
| 2015 | -0.087 | 0.153 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.078 |
| 5 years | 0.070 |