Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | -0.063 | 0 | — |
| 1 year | 0.022 | 0 | — |
| 3 years | 0.088 | 0 | — |
| 5 years | 0.124 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.159 | — |
| 2022 | -0.176 | — |
| 2021 | 0.281 | — |
| 2020 | 0.091 | — |
| 2019 | 0.294 | — |
| 2018 | -0.174 | — |
| 2017 | 0.159 | — |
| 2016 | -0.001 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.146 | -0.022 | 0.012 | -0.004 |
| 2023 | 0.127 | 0.024 | -0.066 | 0.075 |
| 2022 | -0.116 | -0.170 | -0.010 | 0.134 |
| 2021 | 0.068 | 0.091 | 0.011 | 0.088 |
| 2020 | -0.220 | 0.200 | 0.055 | 0.105 |
| 2019 | 0.149 | 0.045 | 0.011 | 0.065 |
| 2018 | -0.025 | 0.018 | -0.005 | -0.164 |
| 2017 | 0.065 | 0.033 | 0.058 | -0.005 |
| 2016 | -0.070 | -0.025 | 0.047 | 0.051 |
| 2015 | 0.067 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | 0.063 |
| 5 years | 0.109 |