Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | — |
| 1 month | -0.024 | 0 | — |
| 3 months | -0.066 | 0 | — |
| 1 year | 0.035 | 0 | — |
| 3 years | 0.047 | 0 | — |
| 5 years | 0.080 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.126 | — |
| 2022 | -0.118 | — |
| 2021 | 0.189 | — |
| 2020 | 0.010 | — |
| 2019 | 0.207 | — |
| 2018 | -0.069 | — |
| 2017 | 0.067 | — |
| 2016 | 0.080 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.072 | 0.019 | 0.023 | 0.024 |
| 2023 | 0.043 | 0.033 | -0.007 | 0.053 |
| 2022 | -0.033 | -0.085 | -0.022 | 0.019 |
| 2021 | 0.065 | 0.046 | 0.009 | 0.059 |
| 2020 | -0.175 | 0.114 | 0.022 | 0.076 |
| 2019 | 0.110 | 0.013 | 0.030 | 0.043 |
| 2018 | -0.030 | 0.032 | 0.027 | -0.095 |
| 2017 | 0.039 | -0.016 | 0.016 | 0.027 |
| 2016 | -0.029 | 0.017 | 0.042 | 0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.047 |
| 5 years | 0.080 |