Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 9 |
| 1 month | -0.024 | 0 | 36 |
| 3 months | -0.014 | 0 | 7 |
| 1 year | 0.096 | 0 | 6 |
| 3 years | 0.100 | 0 | 5 |
| 5 years | 0.193 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.222 | — |
| 2023 | 0.121 | — |
| 2022 | 0.095 | — |
| 2021 | 0.313 | — |
| 2020 | -0.239 | — |
| 2019 | 0.123 | — |
| 2018 | -0.300 | — |
| 2017 | 0.093 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.087 | 0.082 | 0.007 | 0.032 |
| 2023 | 0.053 | -0.023 | 0.074 | 0.015 |
| 2022 | 0.139 | -0.077 | -0.062 | 0.110 |
| 2021 | 0.199 | 0.081 | 0.030 | -0.017 |
| 2020 | -0.433 | 0.075 | -0.018 | 0.273 |
| 2019 | 0.106 | -0.065 | -0.054 | 0.148 |
| 2018 | -0.086 | 0.032 | -0.042 | -0.225 |
| 2017 | 0.045 | -0.022 | 0.006 | 0.062 |
| 2016 | 0.029 | 0.052 | 0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.100 |
| 5 years | 0.193 |