Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 43 |
| 1 month | -0.026 | 0 | 43 |
| 3 months | -0.072 | 0 | 38 |
| 1 year | 0.060 | 0 | 12 |
| 3 years | 0.051 | 0 | 59 |
| 5 years | 0.079 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.127 | — |
| 2022 | -0.129 | — |
| 2021 | 0.180 | — |
| 2020 | 0.042 | — |
| 2019 | 0.214 | — |
| 2018 | -0.050 | — |
| 2017 | 0.041 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.073 | 0.025 | 0.029 | 0.033 |
| 2023 | 0.044 | 0.036 | -0.014 | 0.057 |
| 2022 | -0.036 | -0.087 | -0.020 | 0.009 |
| 2021 | 0.055 | 0.046 | 0.008 | 0.061 |
| 2020 | -0.147 | 0.118 | 0.020 | 0.071 |
| 2019 | 0.104 | 0.018 | 0.039 | 0.039 |
| 2018 | -0.032 | 0.037 | 0.023 | -0.074 |
| 2017 | 0.037 | -0.024 | 0.011 | 0.017 |
| 2016 | -0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.051 |
| 5 years | 0.079 |