Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 23 |
| 1 month | -0.037 | 0 | 54 |
| 3 months | -0.002 | 0 | 36 |
| 1 year | 0.043 | 0 | 55 |
| 3 years | -0.079 | 0 | 70 |
| 5 years | -0.022 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | -0.246 | — |
| 2022 | -0.230 | — |
| 2021 | -0.063 | — |
| 2020 | 0.542 | — |
| 2019 | 0.371 | — |
| 2018 | -0.141 | — |
| 2017 | 0.584 | — |
| 2016 | -0.093 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | -0.045 | -0.034 | 0.243 | -0.088 |
| 2023 | 0.006 | -0.147 | -0.068 | -0.056 |
| 2022 | -0.170 | 0.041 | -0.185 | 0.093 |
| 2021 | -0.036 | 0.067 | -0.110 | 0.023 |
| 2020 | -0.121 | 0.200 | 0.167 | 0.253 |
| 2019 | 0.238 | 0.045 | -0.014 | 0.075 |
| 2018 | 0.065 | -0.037 | -0.049 | -0.119 |
| 2017 | 0.133 | 0.161 | 0.052 | 0.143 |
| 2016 | -0.114 | -0.038 | 0.092 | -0.026 |
| 2015 | -0.232 | 0.114 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | -0.079 |
| 5 years | -0.022 |