Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 14 |
| 1 month | -0.004 | 0 | 56 |
| 3 months | 0.016 | 0 | 14 |
| 1 year | 0.100 | 0 | 22 |
| 3 years | 0.033 | 0 | 35 |
| 5 years | 0.044 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.109 | — |
| 2023 | 0.043 | — |
| 2022 | -0.211 | — |
| 2021 | 0.010 | — |
| 2020 | 0.145 | — |
| 2019 | 0.214 | — |
| 2018 | -0.134 | — |
| 2017 | 0.300 | — |
| 2016 | -0.005 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | — | — | — |
| 2024 | 0.037 | 0.037 | 0.097 | -0.060 |
| 2023 | 0.062 | -0.014 | -0.049 | 0.047 |
| 2022 | -0.090 | -0.093 | -0.138 | 0.110 |
| 2021 | 0.025 | 0.045 | -0.057 | 0 |
| 2020 | -0.186 | 0.154 | 0.061 | 0.149 |
| 2019 | 0.123 | 0.014 | -0.019 | 0.087 |
| 2018 | -0.003 | -0.013 | 0.001 | -0.120 |
| 2017 | 0.082 | 0.059 | 0.064 | 0.066 |
| 2016 | -0.041 | -0.004 | 0.072 | -0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.033 |
| 5 years | 0.044 |