Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.167 | 0 | 11 |
| 1 month | 0.023 | 0 | 30 |
| 3 months | 0.097 | 0 | 13 |
| 1 year | 0.234 | 0 | 35 |
| 3 years | 0.166 | 0 | 36 |
| 5 years | 0.167 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.241 | — |
| 2022 | -0.010 | — |
| 2021 | 0.130 | — |
| 2020 | -0.177 | — |
| 2019 | 0.154 | — |
| 2018 | -0.151 | — |
| 2017 | 0.114 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.141 | — | — | — |
| 2024 | 0.075 | 0.007 | 0.075 | -0.027 |
| 2023 | 0.106 | 0.046 | 0.004 | 0.068 |
| 2022 | 0.002 | -0.017 | -0.097 | 0.113 |
| 2021 | 0.093 | 0.029 | 0.011 | -0.006 |
| 2020 | -0.325 | 0.093 | -0.092 | 0.229 |
| 2019 | 0.070 | 0.002 | -0.003 | 0.078 |
| 2018 | -0.023 | 0.015 | -0.029 | -0.119 |
| 2017 | 0.118 | 0.026 | -0.014 | -0.015 |
| 2016 | -0.045 | 0.056 | 0.046 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.234 |
| 3 years | 0.166 |
| 5 years | 0.167 |