Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.107 | 0 | 62 |
| 1 month | 0.056 | 0 | 44 |
| 3 months | 0.098 | 0 | 55 |
| 1 year | 0.125 | 0 | 33 |
| 3 years | 0.035 | 0 | 75 |
| 5 years | 0.010 | 0 | 76 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.046 | — |
| 2023 | 0.096 | — |
| 2022 | -0.165 | — |
| 2021 | -0.066 | — |
| 2020 | 0.121 | — |
| 2019 | 0.047 | — |
| 2018 | -0.076 | — |
| 2017 | 0.158 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | -0.031 | -0.017 | 0.088 | -0.080 |
| 2023 | 0.039 | -0.021 | -0.048 | 0.132 |
| 2022 | -0.049 | -0.121 | -0.097 | 0.105 |
| 2021 | -0.040 | 0.020 | -0.027 | -0.020 |
| 2020 | -0.051 | 0.061 | 0.051 | 0.058 |
| 2019 | -0.003 | 0.047 | -0.032 | 0.035 |
| 2018 | 0.023 | -0.075 | -0.007 | -0.017 |
| 2017 | 0.020 | 0.076 | 0.039 | 0.016 |
| 2016 | -0.070 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.125 |
| 3 years | 0.035 |
| 5 years | 0.010 |