Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 94 |
| 1 month | -0.083 | 0 | 90 |
| 3 months | -0.100 | 0 | 94 |
| 1 year | 0.013 | 0 | 96 |
| 3 years | 0.036 | 0 | 97 |
| 5 years | 0.121 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.244 | — |
| 2023 | 0.352 | — |
| 2022 | -0.346 | — |
| 2021 | 0.117 | — |
| 2020 | 0.327 | — |
| 2019 | 0.367 | — |
| 2018 | -0.025 | — |
| 2017 | 0.290 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | — | — | — |
| 2024 | 0.105 | 0.035 | 0.039 | 0.047 |
| 2023 | 0.117 | 0.116 | -0.041 | 0.132 |
| 2022 | -0.110 | -0.247 | -0.041 | 0.017 |
| 2021 | 0.008 | 0.082 | -0.008 | 0.033 |
| 2020 | -0.173 | 0.296 | 0.102 | 0.123 |
| 2019 | 0.183 | 0.068 | -0.006 | 0.089 |
| 2018 | 0.034 | 0.053 | 0.072 | -0.165 |
| 2017 | 0.093 | 0.054 | 0.051 | 0.065 |
| 2016 | 0.050 | -0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.036 |
| 5 years | 0.121 |