Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 29 |
| 1 month | -0.020 | 0 | 35 |
| 3 months | -0.064 | 0 | 27 |
| 1 year | 0.033 | 0 | 44 |
| 3 years | 0.043 | 0 | 21 |
| 5 years | 0.073 | 0 | 49 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.119 | — |
| 2022 | -0.114 | — |
| 2021 | 0.167 | — |
| 2020 | -0.002 | — |
| 2019 | 0.195 | — |
| 2018 | -0.065 | — |
| 2017 | 0.059 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.063 | 0.018 | 0.022 | 0.020 |
| 2023 | 0.042 | 0.030 | -0.010 | 0.052 |
| 2022 | -0.033 | -0.082 | -0.018 | 0.016 |
| 2021 | 0.062 | 0.038 | 0.007 | 0.051 |
| 2020 | -0.175 | 0.109 | 0.017 | 0.072 |
| 2019 | 0.103 | 0.013 | 0.029 | 0.039 |
| 2018 | -0.029 | 0.033 | 0.022 | -0.088 |
| 2017 | 0.038 | -0.017 | 0.013 | 0.025 |
| 2016 | 0.016 | 0.028 | 0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.043 |
| 5 years | 0.073 |