Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 87 |
| 1 month | -0.004 | 0 | 64 |
| 3 months | -0.062 | 0 | 80 |
| 1 year | 0.009 | 0 | 76 |
| 3 years | 0.024 | 0 | 95 |
| 5 years | 0.033 | 0 | 98 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.103 | — |
| 2022 | -0.214 | — |
| 2021 | 0.053 | — |
| 2020 | 0.088 | — |
| 2019 | 0.183 | — |
| 2018 | -0.128 | — |
| 2017 | 0.077 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.091 | -0.058 | 0.008 | 0.065 |
| 2023 | 0.029 | 0.055 | 0.004 | 0.012 |
| 2022 | -0.112 | -0.124 | -0.017 | 0.029 |
| 2021 | 0.021 | -0.015 | 0.063 | -0.015 |
| 2020 | -0.185 | 0.157 | 0.056 | 0.093 |
| 2019 | 0.070 | -0.008 | 0.077 | 0.035 |
| 2018 | -0.031 | 0.014 | 0.029 | -0.138 |
| 2017 | 0.025 | -0.014 | 0.001 | 0.066 |
| 2016 | -0.002 | 0.066 | 0.061 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.020 |
| 5 years | 0.030 |