Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 39 |
| 1 month | 0.038 | 0 | 41 |
| 3 months | 0.110 | 0 | 40 |
| 1 year | 0.092 | 0 | 26 |
| 3 years | 0.114 | 0 | 20 |
| 5 years | 0.143 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.257 | — |
| 2023 | 0.199 | — |
| 2022 | -0.130 | — |
| 2021 | 0.300 | — |
| 2020 | 0.065 | — |
| 2019 | 0.296 | — |
| 2018 | -0.046 | — |
| 2017 | 0.083 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | 0.028 | — | — |
| 2024 | 0.113 | 0.033 | 0.021 | 0.071 |
| 2023 | 0.060 | 0.063 | -0.005 | 0.069 |
| 2022 | -0.032 | -0.107 | -0.003 | 0.009 |
| 2021 | 0.093 | 0.066 | 0.020 | 0.094 |
| 2020 | -0.192 | 0.165 | 0.033 | 0.095 |
| 2019 | 0.143 | 0.024 | 0.050 | 0.055 |
| 2018 | -0.037 | 0.069 | 0.053 | -0.120 |
| 2017 | 0.051 | -0.022 | 0.012 | 0.041 |
| 2016 | 0.035 | 0.038 | 0.084 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.114 |
| 5 years | 0.143 |