Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | -0.061 | 0 | — |
| 1 year | 0.070 | 0 | — |
| 3 years | 0.176 | 0 | — |
| 5 years | 0.172 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.262 | — |
| 2023 | 0.350 | — |
| 2022 | -0.151 | — |
| 2021 | 0.160 | — |
| 2020 | 0.275 | — |
| 2019 | 0.264 | — |
| 2018 | -0.133 | — |
| 2017 | 0.350 | — |
| 2016 | -0.046 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.168 | 0.033 | 0.001 | 0.044 |
| 2023 | 0.105 | 0.164 | -0.009 | 0.059 |
| 2022 | -0.111 | -0.108 | 0.025 | 0.044 |
| 2021 | 0.040 | -0.009 | 0.095 | 0.029 |
| 2020 | -0.134 | 0.203 | 0.076 | 0.137 |
| 2019 | 0.086 | 0.030 | 0.043 | 0.084 |
| 2018 | -0.022 | 0.033 | 0.051 | -0.183 |
| 2017 | 0.057 | 0.070 | 0.082 | 0.102 |
| 2016 | -0.087 | -0.064 | 0.064 | 0.049 |
| 2015 | -0.141 | 0.133 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.176 |
| 5 years | 0.172 |