Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 86 |
| 1 month | -0.001 | 0 | 47 |
| 3 months | -0.051 | 0 | 88 |
| 1 year | 0.071 | 0 | 42 |
| 3 years | 0.069 | 0 | 49 |
| 5 years | 0.075 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.175 | — |
| 2022 | -0.211 | — |
| 2021 | 0.154 | — |
| 2020 | 0.054 | — |
| 2019 | 0.244 | — |
| 2018 | -0.098 | — |
| 2017 | 0.164 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.042 | 0.031 | 0.015 | 0.020 |
| 2023 | 0.060 | 0.040 | 0.018 | 0.047 |
| 2022 | -0.110 | -0.141 | -0.021 | 0.055 |
| 2021 | 0.014 | 0.085 | 0.008 | 0.042 |
| 2020 | -0.197 | 0.198 | 0.042 | 0.051 |
| 2019 | 0.123 | 0.056 | 0.024 | 0.024 |
| 2018 | -0.059 | 0.147 | -0.004 | -0.161 |
| 2017 | 0.038 | 0.030 | 0.031 | 0.056 |
| 2016 | 0.040 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.069 |
| 5 years | 0.075 |