Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 66 |
| 1 month | -0.007 | 0 | 64 |
| 3 months | -0.024 | 0 | 83 |
| 1 year | 0.136 | 0 | 59 |
| 3 years | 0.065 | 0 | 48 |
| 5 years | 0.144 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.074 | — |
| 2022 | 0.025 | — |
| 2021 | 0.313 | — |
| 2020 | -0.038 | — |
| 2019 | 0.217 | — |
| 2018 | -0.084 | — |
| 2017 | 0.074 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.064 | -0.025 | 0.096 | 0.029 |
| 2023 | 0.012 | -0.006 | -0.009 | 0.076 |
| 2022 | 0.104 | -0.089 | -0.036 | 0.057 |
| 2021 | 0.114 | 0.076 | 0.003 | 0.092 |
| 2020 | -0.205 | 0.072 | 0.028 | 0.099 |
| 2019 | 0.127 | 0.025 | 0.032 | 0.021 |
| 2018 | -0.060 | 0.065 | -0.004 | -0.083 |
| 2017 | 0.022 | -0.009 | 0.029 | 0.031 |
| 2016 | 0.055 | 0.061 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.136 |
| 3 years | 0.065 |
| 5 years | 0.144 |