Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.076 | 0 | 33 |
| 1 month | 0.015 | 0 | 73 |
| 3 months | 0.033 | 0 | 75 |
| 1 year | 0.127 | 0 | 20 |
| 3 years | 0.090 | 0 | 57 |
| 5 years | 0.091 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.073 | — |
| 2022 | -0.073 | — |
| 2021 | 0.180 | — |
| 2020 | 0.022 | — |
| 2019 | 0.144 | — |
| 2018 | -0.066 | — |
| 2017 | 0.070 | — |
| 2016 | 0.151 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.049 | — | — |
| 2024 | 0.036 | -0.004 | 0.087 | 0.020 |
| 2023 | 0.019 | 0.001 | -0.032 | 0.086 |
| 2022 | 0.013 | -0.085 | -0.016 | 0.016 |
| 2021 | 0.059 | 0.055 | 0.004 | 0.053 |
| 2020 | -0.153 | 0.079 | 0.036 | 0.080 |
| 2019 | 0.083 | 0.019 | 0.027 | 0.008 |
| 2018 | -0.030 | 0.027 | 0.006 | -0.067 |
| 2017 | 0.025 | -0.005 | 0.014 | 0.035 |
| 2016 | 0.041 | 0.027 | 0.043 | 0.032 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.127 |
| 3 years | 0.090 |
| 5 years | 0.091 |