Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | — |
| 1 month | -0.008 | 0 | — |
| 3 months | 0.015 | 0 | — |
| 1 year | 0.126 | 0 | — |
| 3 years | 0.059 | 0 | — |
| 5 years | 0.075 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.044 | — |
| 2022 | -0.084 | — |
| 2021 | 0.163 | — |
| 2020 | -0.002 | — |
| 2019 | 0.189 | — |
| 2018 | -0.036 | — |
| 2017 | 0.126 | — |
| 2016 | 0.064 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | 0.072 | -0.008 | 0.070 | -0.020 |
| 2023 | 0.015 | 0.013 | -0.028 | 0.046 |
| 2022 | -0.023 | -0.076 | -0.053 | 0.071 |
| 2021 | 0.027 | 0.051 | 0.006 | 0.071 |
| 2020 | -0.154 | 0.095 | 0.034 | 0.042 |
| 2019 | 0.101 | 0.029 | 0.033 | 0.017 |
| 2018 | -0.026 | 0.019 | 0.056 | -0.080 |
| 2017 | 0.042 | 0.019 | 0.020 | 0.040 |
| 2016 | 0.040 | 0.040 | -0.013 | -0.003 |
| 2015 | 0.057 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.036 |
| 5 years | 0.061 |