Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 13 |
| 1 month | 0.003 | 0 | 73 |
| 3 months | 0.074 | 0 | 23 |
| 1 year | 0.159 | 0 | 6 |
| 3 years | 0.094 | 0 | 54 |
| 5 years | 0.119 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.073 | — |
| 2022 | -0.059 | — |
| 2021 | 0.231 | — |
| 2020 | 0.013 | — |
| 2019 | 0.167 | — |
| 2018 | -0.080 | — |
| 2017 | 0.095 | — |
| 2016 | 0.181 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.077 | — | — |
| 2024 | 0.039 | -0.008 | 0.105 | 0.027 |
| 2023 | 0.014 | 0.005 | -0.034 | 0.090 |
| 2022 | 0.036 | -0.095 | -0.022 | 0.027 |
| 2021 | 0.083 | 0.063 | 0.003 | 0.067 |
| 2020 | -0.173 | 0.071 | 0.039 | 0.100 |
| 2019 | 0.096 | 0.021 | 0.030 | 0.012 |
| 2018 | -0.042 | 0.033 | 0.012 | -0.082 |
| 2017 | 0.031 | -0.005 | 0.025 | 0.042 |
| 2016 | 0.044 | 0.021 | 0.056 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.159 |
| 3 years | 0.094 |
| 5 years | 0.119 |