Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 18 |
| 1 month | 0.033 | 0 | 44 |
| 3 months | 0.060 | 0 | 18 |
| 1 year | 0.090 | 0 | 32 |
| 3 years | 0.069 | 0 | 16 |
| 5 years | 0.034 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.040 | — |
| 2023 | 0.154 | — |
| 2022 | -0.095 | — |
| 2021 | -0.084 | — |
| 2020 | 0.033 | — |
| 2019 | 0.135 | — |
| 2018 | -0.082 | — |
| 2017 | 0.150 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | -0.024 | -0.019 | 0.092 | -0.082 |
| 2023 | 0.060 | 0.032 | -0.035 | 0.093 |
| 2022 | -0.054 | -0.086 | -0.048 | 0.100 |
| 2021 | -0.069 | 0.043 | -0.033 | -0.026 |
| 2020 | -0.163 | 0.103 | 0.011 | 0.107 |
| 2019 | 0.034 | 0.058 | -0.015 | 0.053 |
| 2018 | 0.040 | -0.109 | -0.032 | 0.024 |
| 2017 | 0.067 | 0.037 | 0.035 | 0.005 |
| 2016 | -0.061 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.058 |
| 5 years | 0.028 |