Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | 9 |
| 1 month | 0.016 | 0 | 68 |
| 3 months | 0.050 | 0 | 76 |
| 1 year | 0.056 | 0 | 74 |
| 3 years | 0.045 | 0 | 72 |
| 5 years | 0.044 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.074 | — |
| 2022 | -0.106 | — |
| 2021 | 0.093 | — |
| 2020 | -0.019 | — |
| 2019 | 0.156 | — |
| 2018 | -0.068 | — |
| 2017 | 0.074 | — |
| 2016 | 0.123 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.044 | — | — |
| 2024 | 0.001 | 0.021 | 0.037 | -0.032 |
| 2023 | 0.033 | -0.020 | 0.010 | 0.051 |
| 2022 | -0.023 | -0.089 | -0.062 | 0.072 |
| 2021 | 0.007 | 0.038 | 0.025 | 0.019 |
| 2020 | -0.142 | 0.089 | -0.021 | 0.072 |
| 2019 | 0.077 | 0.027 | 0.032 | 0.012 |
| 2018 | -0.048 | 0.055 | -0.014 | -0.060 |
| 2017 | 0.025 | 0.005 | 0.011 | 0.032 |
| 2016 | -0.004 | 0.028 | 0.079 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.045 |
| 5 years | 0.044 |