Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 45 |
| 1 month | -0.009 | 0 | 15 |
| 3 months | -0.066 | 0 | 36 |
| 1 year | 0.037 | 0 | 27 |
| 3 years | 0.030 | 0 | 51 |
| 5 years | 0.066 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.093 | — |
| 2022 | -0.150 | — |
| 2021 | 0.159 | — |
| 2020 | 0.050 | — |
| 2019 | 0.193 | — |
| 2018 | -0.091 | — |
| 2017 | 0.073 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | — | — | — |
| 2024 | 0.054 | 0.024 | 0.023 | 0.027 |
| 2023 | 0.034 | 0.024 | -0.026 | 0.060 |
| 2022 | -0.050 | -0.093 | -0.024 | 0.010 |
| 2021 | 0.062 | 0.040 | -0.002 | 0.051 |
| 2020 | -0.179 | 0.155 | 0.020 | 0.085 |
| 2019 | 0.108 | 0.013 | 0.003 | 0.060 |
| 2018 | -0.031 | 0.022 | 0.012 | -0.093 |
| 2017 | 0.038 | 0.004 | 0.020 | 0.010 |
| 2016 | 0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.020 |
| 5 years | 0.060 |