Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 5 |
| 1 month | 0.033 | 0 | 23 |
| 3 months | -0.025 | 0 | 6 |
| 1 year | 0.048 | 0 | 27 |
| 3 years | 0.106 | 0 | 5 |
| 5 years | 0.198 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.194 | — |
| 2022 | -0.202 | — |
| 2021 | 0.464 | — |
| 2020 | 0.222 | — |
| 2019 | 0.286 | — |
| 2018 | -0.125 | — |
| 2017 | 0.094 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.131 | 0.020 | 0.022 | -0.061 |
| 2023 | 0.081 | 0.017 | -0.056 | 0.151 |
| 2022 | -0.164 | -0.145 | -0.048 | 0.173 |
| 2021 | 0.220 | 0.085 | 0.010 | 0.095 |
| 2020 | -0.300 | 0.267 | 0.264 | 0.091 |
| 2019 | 0.137 | 0.066 | -0.038 | 0.102 |
| 2018 | 0.012 | 0.013 | 0.015 | -0.158 |
| 2017 | 0.047 | 0.052 | 0.001 | -0.007 |
| 2016 | 0.084 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.106 |
| 5 years | 0.198 |