Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 66 |
| 1 month | -0.015 | 0 | 87 |
| 3 months | -0.011 | 0 | 64 |
| 1 year | 0.073 | 0 | 65 |
| 3 years | 0.097 | 0 | 66 |
| 5 years | 0.081 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.118 | — |
| 2022 | -0.137 | — |
| 2021 | 0.069 | — |
| 2020 | 0.157 | — |
| 2019 | 0.204 | — |
| 2018 | -0.120 | — |
| 2017 | 0.208 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.078 | 0.021 | 0.044 | -0.040 |
| 2023 | 0.053 | 0.010 | -0.037 | 0.092 |
| 2022 | -0.135 | -0.112 | -0.026 | 0.153 |
| 2021 | -0.017 | 0.033 | 0.024 | 0.028 |
| 2020 | -0.134 | 0.151 | 0.069 | 0.087 |
| 2019 | 0.094 | 0.033 | -0.006 | 0.072 |
| 2018 | 0.012 | -0.008 | -0.037 | -0.090 |
| 2017 | 0.073 | 0.057 | 0.003 | 0.062 |
| 2016 | -0.020 | 0.051 | -0.065 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.097 |
| 5 years | 0.081 |