Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | — |
| 1 month | -0.064 | 0 | — |
| 3 months | -0.144 | 0 | — |
| 1 year | 0.058 | 0 | — |
| 3 years | 0.100 | 0 | — |
| 5 years | 0.150 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.261 | — |
| 2023 | 0.102 | — |
| 2022 | 0.028 | — |
| 2021 | 0.275 | — |
| 2020 | 0.076 | — |
| 2019 | 0.263 | — |
| 2018 | -0.027 | — |
| 2017 | 0.128 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.123 | -0.006 | 0.064 | 0.061 |
| 2023 | -0.001 | 0.024 | 0.012 | 0.064 |
| 2022 | -0.012 | -0.076 | 0.010 | 0.115 |
| 2021 | 0.100 | 0.041 | 0.032 | 0.079 |
| 2020 | -0.208 | 0.169 | 0.052 | 0.105 |
| 2019 | 0.107 | 0.051 | 0.016 | 0.069 |
| 2018 | 0.011 | 0.044 | 0.049 | -0.122 |
| 2017 | 0.053 | 0.003 | 0.002 | 0.065 |
| 2016 | 0 | 0.067 | 0.064 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.100 |
| 5 years | 0.150 |