Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | — |
| 1 month | 0.044 | 0 | — |
| 3 months | 0.042 | 0 | — |
| 1 year | 0.188 | 0 | — |
| 3 years | 0.207 | 0 | — |
| 5 years | 0.295 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.245 | — |
| 2023 | 0.279 | — |
| 2022 | 0.069 | — |
| 2021 | 0.463 | — |
| 2020 | 0.242 | — |
| 2019 | 0.028 | — |
| 2018 | 0.020 | — |
| 2017 | 0.170 | — |
| 2016 | 0.153 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.049 | 0.085 | 0.127 | -0.029 |
| 2023 | -0.022 | 0.123 | 0.060 | 0.098 |
| 2022 | -0.009 | -0.064 | 0.089 | 0.059 |
| 2021 | 0.138 | 0.142 | 0.110 | 0.014 |
| 2020 | -0.265 | 0.264 | 0.070 | 0.249 |
| 2019 | 0.041 | -0.018 | -0.054 | 0.064 |
| 2018 | 0.010 | 0.009 | 0.024 | -0.022 |
| 2017 | 0.090 | 0.042 | 0.015 | 0.015 |
| 2016 | 0.024 | 0.042 | 0.064 | 0.017 |
| 2015 | 0.037 | -0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.178 |
| 3 years | 0.207 |
| 5 years | 0.295 |