Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | — |
| 1 month | -0.035 | 0 | — |
| 3 months | -0.124 | 0 | — |
| 1 year | 0.099 | 0 | — |
| 3 years | 0.094 | 0 | — |
| 5 years | 0.140 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.331 | — |
| 2023 | 0.214 | — |
| 2022 | -0.182 | — |
| 2021 | 0.286 | — |
| 2020 | 0.127 | — |
| 2019 | 0.345 | — |
| 2018 | -0.079 | — |
| 2017 | 0.123 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.131 | 0.048 | 0.017 | 0.105 |
| 2023 | 0.076 | 0.064 | -0.001 | 0.061 |
| 2022 | -0.060 | -0.106 | -0.030 | 0.004 |
| 2021 | 0.089 | 0.056 | 0.022 | 0.094 |
| 2020 | -0.196 | 0.184 | 0.072 | 0.105 |
| 2019 | 0.152 | 0.033 | 0.060 | 0.066 |
| 2018 | -0.026 | 0.068 | 0.031 | -0.141 |
| 2017 | 0.061 | -0.005 | 0.025 | 0.038 |
| 2016 | 0.086 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.069 |
| 5 years | 0.125 |