Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | 90 |
| 1 month | -0.014 | 0 | 26 |
| 3 months | -0.102 | 0 | 85 |
| 1 year | 0.034 | 0 | 56 |
| 3 years | 0.082 | 0 | 13 |
| 5 years | 0.121 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.204 | — |
| 2023 | 0.168 | — |
| 2022 | -0.080 | — |
| 2021 | 0.214 | — |
| 2020 | 0.064 | — |
| 2019 | 0.160 | — |
| 2018 | -0.092 | — |
| 2017 | 0.158 | — |
| 2016 | 0.323 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | — | — | — |
| 2024 | 0.088 | 0.032 | 0.000 | 0.071 |
| 2023 | 0.037 | 0.022 | 0.021 | 0.079 |
| 2022 | -0.021 | -0.079 | 0.003 | 0.017 |
| 2021 | 0.080 | 0.066 | 0.009 | 0.045 |
| 2020 | -0.203 | 0.191 | 0.035 | 0.084 |
| 2019 | 0.080 | 0.046 | 0.014 | 0.013 |
| 2018 | -0.056 | 0.071 | 0.031 | -0.129 |
| 2017 | 0.062 | -0.006 | 0.043 | 0.053 |
| 2016 | 0.049 | 0.044 | 0.104 | 0.095 |
| 2015 | 0.092 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.064 |
| 5 years | 0.109 |