Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.055 | 0 | — |
| 1 year | 0.105 | 0 | — |
| 3 years | 0.041 | 0 | — |
| 5 years | 0.064 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.018 | — |
| 2023 | 0.060 | — |
| 2022 | -0.077 | — |
| 2021 | 0.089 | — |
| 2020 | 0.029 | — |
| 2019 | 0.129 | — |
| 2018 | -0.078 | — |
| 2017 | 0.090 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.070 | — | — | — |
| 2024 | 0.010 | -0.001 | 0.078 | -0.065 |
| 2023 | 0.041 | 0.008 | -0.041 | 0.054 |
| 2022 | -0.011 | -0.086 | -0.067 | 0.094 |
| 2021 | 0.031 | 0.056 | -0.032 | 0.033 |
| 2020 | -0.166 | 0.093 | 0.030 | 0.096 |
| 2019 | 0.069 | 0.020 | -0.003 | 0.038 |
| 2018 | -0.016 | -0.004 | 0.005 | -0.064 |
| 2017 | 0.036 | 0.023 | 0.013 | 0.016 |
| 2016 | -0.011 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.024 |
| 5 years | 0.053 |