Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | — |
| 1 month | -0.077 | 0 | — |
| 3 months | -0.081 | 0 | — |
| 1 year | 0.022 | 0 | — |
| 3 years | 0.063 | 0 | — |
| 5 years | 0.142 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.249 | — |
| 2023 | 0.408 | — |
| 2022 | -0.346 | — |
| 2021 | 0.207 | — |
| 2020 | 0.300 | — |
| 2019 | 0.282 | — |
| 2018 | -0.034 | — |
| 2017 | 0.227 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.081 | — | — | — |
| 2024 | 0.123 | 0.037 | 0.041 | 0.030 |
| 2023 | 0.150 | 0.130 | -0.054 | 0.146 |
| 2022 | -0.120 | -0.239 | -0.057 | 0.035 |
| 2021 | -0.001 | 0.105 | 0.004 | 0.089 |
| 2020 | -0.148 | 0.252 | 0.124 | 0.085 |
| 2019 | 0.152 | 0.044 | -0.013 | 0.080 |
| 2018 | 0.008 | 0.045 | 0.069 | -0.143 |
| 2017 | 0.060 | 0.040 | 0.047 | 0.063 |
| 2016 | 0.013 | 0.052 | 0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.063 |
| 5 years | 0.142 |