Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 22 |
| 1 month | 0.013 | 0 | 15 |
| 3 months | 0.036 | 0 | 22 |
| 1 year | 0.101 | 0 | 7 |
| 3 years | 0.081 | 0 | 13 |
| 5 years | 0.025 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.114 | — |
| 2022 | -0.200 | — |
| 2021 | 0.009 | — |
| 2020 | 0.021 | — |
| 2019 | 0.140 | — |
| 2018 | -0.053 | — |
| 2017 | 0.098 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.026 | — | — |
| 2024 | 0.056 | 0.014 | 0.050 | 0.022 |
| 2023 | 0.015 | 0.011 | 0.020 | 0.065 |
| 2022 | -0.061 | -0.169 | 0.010 | 0.016 |
| 2021 | 0.002 | 0.010 | 0.005 | -0.008 |
| 2020 | -0.113 | 0.075 | 0.024 | 0.044 |
| 2019 | 0.055 | 0.040 | 0.024 | 0.014 |
| 2018 | -0.014 | -0.023 | 0.013 | -0.029 |
| 2017 | 0.025 | 0.027 | 0.019 | 0.023 |
| 2016 | 0.026 | 0.039 | 0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.074 |
| 5 years | 0.021 |