Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | — |
| 1 month | -0.026 | 0 | — |
| 3 months | -0.088 | 0 | — |
| 1 year | 0.103 | 0 | — |
| 3 years | 0.119 | 0 | — |
| 5 years | 0.123 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.263 | — |
| 2023 | 0.161 | — |
| 2022 | -0.132 | — |
| 2021 | 0.189 | — |
| 2020 | 0.182 | — |
| 2019 | 0.209 | — |
| 2018 | -0.020 | — |
| 2017 | 0.156 | — |
| 2016 | 0.010 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.120 | 0.025 | 0.040 | 0.058 |
| 2023 | 0.050 | 0.035 | -0.007 | 0.075 |
| 2022 | -0.088 | -0.121 | 0.011 | 0.070 |
| 2021 | 0.033 | 0.054 | 0.021 | 0.070 |
| 2020 | -0.135 | 0.171 | 0.068 | 0.093 |
| 2019 | 0.106 | 0.025 | 0.010 | 0.055 |
| 2018 | 0.020 | 0.032 | 0.029 | -0.095 |
| 2017 | 0.054 | 0.024 | 0.010 | 0.060 |
| 2016 | -0.072 | 0.003 | 0.056 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.119 |
| 5 years | 0.123 |