Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.078 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | 0.009 | 0 | — |
| 1 year | 0.056 | 0 | — |
| 3 years | 0.119 | 0 | — |
| 5 years | 0.158 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.018 | — |
| 2023 | 0.229 | — |
| 2022 | -0.022 | — |
| 2021 | 0.240 | — |
| 2020 | -0.051 | — |
| 2019 | 0.218 | — |
| 2018 | -0.114 | — |
| 2017 | 0.111 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.079 | — | — | — |
| 2024 | 0.036 | -0.005 | 0.019 | -0.031 |
| 2023 | 0.107 | 0.035 | 0.008 | 0.065 |
| 2022 | -0.047 | -0.087 | -0.043 | 0.174 |
| 2021 | 0.132 | 0.023 | 0.029 | 0.042 |
| 2020 | -0.319 | 0.193 | -0.012 | 0.182 |
| 2019 | 0.094 | 0.015 | 0.025 | 0.071 |
| 2018 | -0.014 | 0.003 | 0.022 | -0.123 |
| 2017 | 0.044 | 0.046 | 0.033 | -0.015 |
| 2016 | -0.031 | 0.057 | 0.140 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.100 |
| 5 years | 0.146 |