Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | — |
| 1 month | -0.022 | 0 | — |
| 3 months | -0.061 | 0 | — |
| 1 year | 0.031 | 0 | — |
| 3 years | 0.039 | 0 | — |
| 5 years | 0.071 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.113 | — |
| 2022 | -0.116 | — |
| 2021 | 0.170 | — |
| 2020 | 0.010 | — |
| 2019 | 0.191 | — |
| 2018 | -0.069 | — |
| 2017 | 0.059 | — |
| 2016 | 0.073 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.064 | 0.016 | 0.022 | 0.022 |
| 2023 | 0.038 | 0.028 | -0.007 | 0.051 |
| 2022 | -0.031 | -0.081 | -0.022 | 0.015 |
| 2021 | 0.059 | 0.042 | 0.007 | 0.053 |
| 2020 | -0.166 | 0.110 | 0.020 | 0.070 |
| 2019 | 0.103 | 0.012 | 0.028 | 0.038 |
| 2018 | -0.030 | 0.030 | 0.025 | -0.091 |
| 2017 | 0.036 | -0.016 | 0.014 | 0.025 |
| 2016 | -0.028 | 0.016 | 0.040 | 0.045 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.039 |
| 5 years | 0.071 |