Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.263 | 0 | 55 |
| 1 month | 0.031 | 0 | 60 |
| 3 months | 0.086 | 0 | 74 |
| 1 year | 0.288 | 0 | 62 |
| 3 years | 0.205 | 0 | 50 |
| 5 years | 0.177 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.230 | — |
| 2022 | -0.019 | — |
| 2021 | 0.119 | — |
| 2020 | -0.185 | — |
| 2019 | 0.143 | — |
| 2018 | -0.159 | — |
| 2017 | 0.104 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.138 | 0.076 | — | — |
| 2024 | 0.073 | 0.005 | 0.072 | -0.029 |
| 2023 | 0.104 | 0.044 | 0.002 | 0.066 |
| 2022 | 0.000 | -0.019 | -0.099 | 0.110 |
| 2021 | 0.091 | 0.026 | 0.008 | -0.008 |
| 2020 | -0.326 | 0.090 | -0.094 | 0.226 |
| 2019 | 0.068 | 0.000 | -0.005 | 0.076 |
| 2018 | -0.025 | 0.012 | -0.031 | -0.121 |
| 2017 | 0.116 | 0.023 | -0.016 | -0.017 |
| 2016 | -0.067 | 0.053 | 0.043 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.288 |
| 3 years | 0.205 |
| 5 years | 0.177 |