Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.062 | 0 | 10 |
| 1 month | -0.016 | 0 | 71 |
| 3 months | 0.004 | 0 | 17 |
| 1 year | 0.102 | 0 | 8 |
| 3 years | 0.119 | 0 | 1 |
| 5 years | 0.157 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.162 | — |
| 2022 | -0.022 | — |
| 2021 | 0.208 | — |
| 2020 | -0.075 | — |
| 2019 | 0.218 | — |
| 2018 | -0.181 | — |
| 2017 | 0.097 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.079 | — | — | — |
| 2024 | 0.120 | -0.025 | 0.042 | 0.020 |
| 2023 | 0.098 | 0.037 | -0.003 | 0.025 |
| 2022 | 0.008 | -0.097 | -0.049 | 0.130 |
| 2021 | 0.147 | 0.039 | 0.000 | 0.014 |
| 2020 | -0.295 | 0.142 | -0.038 | 0.194 |
| 2019 | 0.126 | 0.029 | -0.014 | 0.067 |
| 2018 | -0.020 | 0.003 | -0.006 | -0.162 |
| 2017 | 0.056 | 0.036 | 0.025 | -0.022 |
| 2016 | -0.025 | 0.056 | 0.055 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.115 |
| 5 years | 0.154 |