Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | 0.020 | 0 | — |
| 1 year | 0.088 | 0 | — |
| 3 years | 0.047 | 0 | — |
| 5 years | 0.126 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.155 | — |
| 2022 | -0.052 | — |
| 2021 | 0.296 | — |
| 2020 | 0.051 | — |
| 2019 | 0.075 | — |
| 2018 | 0.097 | — |
| 2017 | 0.002 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.015 | — | — |
| 2024 | 0.036 | -0.053 | 0.078 | 0.003 |
| 2023 | 0.040 | 0.054 | 0.011 | 0.042 |
| 2022 | 0.185 | -0.132 | -0.007 | -0.072 |
| 2021 | 0.116 | 0.086 | 0.059 | 0.009 |
| 2020 | -0.207 | 0.126 | 0.108 | 0.063 |
| 2019 | 0.101 | 0.011 | -0.055 | 0.023 |
| 2018 | 0.030 | 0.040 | 0.048 | -0.023 |
| 2017 | -0.112 | 0.032 | 0.059 | 0.033 |
| 2016 | -0.083 | 0.149 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.029 |
| 5 years | 0.115 |