Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 9 |
| 1 month | -0.017 | 0 | 26 |
| 3 months | -0.026 | 0 | 12 |
| 1 year | 0.069 | 0 | 4 |
| 3 years | 0.015 | 0 | 51 |
| 5 years | 0.048 | 0 | 47 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.057 | — |
| 2022 | -0.152 | — |
| 2021 | 0.154 | — |
| 2020 | 0.033 | — |
| 2019 | 0.217 | — |
| 2018 | -0.087 | — |
| 2017 | 0.140 | — |
| 2016 | 0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.051 | 0.025 | 0.017 | -0.022 |
| 2023 | 0.040 | 0.020 | -0.027 | 0.025 |
| 2022 | -0.051 | -0.102 | -0.041 | 0.038 |
| 2021 | 0.041 | 0.067 | -0.016 | 0.055 |
| 2020 | -0.116 | 0.082 | 0.023 | 0.056 |
| 2019 | 0.109 | 0.041 | 0.016 | 0.037 |
| 2018 | -0.042 | 0.008 | 0.028 | -0.081 |
| 2017 | 0.055 | 0.035 | 0.022 | 0.022 |
| 2016 | -0.047 | 0.023 | 0.020 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.007 |
| 5 years | 0.042 |