Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 19 |
| 1 month | 0.011 | 0 | 24 |
| 3 months | 0.041 | 0 | 19 |
| 1 year | 0.104 | 0 | 13 |
| 3 years | 0.029 | 0 | 19 |
| 5 years | 0.081 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.111 | — |
| 2022 | -0.188 | — |
| 2021 | -0.035 | — |
| 2020 | 0.143 | — |
| 2019 | 0.199 | — |
| 2018 | -0.142 | — |
| 2017 | 0.375 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | 0.029 | 0.056 | 0.086 | -0.076 |
| 2023 | 0.049 | 0.005 | -0.039 | 0.096 |
| 2022 | -0.058 | -0.118 | -0.125 | 0.118 |
| 2021 | 0.027 | 0.045 | -0.079 | -0.023 |
| 2020 | -0.234 | 0.164 | 0.082 | 0.185 |
| 2019 | 0.107 | 0.006 | -0.040 | 0.121 |
| 2018 | 0.011 | -0.076 | -0.010 | -0.072 |
| 2017 | 0.118 | 0.059 | 0.079 | 0.076 |
| 2016 | -0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.029 |
| 5 years | 0.081 |