Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.101 | 0 | 65 |
| 1 month | -0.044 | 0 | 70 |
| 3 months | -0.131 | 0 | 71 |
| 1 year | 0.049 | 0 | 28 |
| 3 years | 0.067 | 0 | 35 |
| 5 years | 0.070 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.291 | — |
| 2023 | 0.157 | — |
| 2022 | -0.184 | — |
| 2021 | 0.110 | — |
| 2020 | 0.079 | — |
| 2019 | 0.312 | — |
| 2018 | -0.047 | — |
| 2017 | 0.094 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.117 | 0.078 | 0.002 | 0.070 |
| 2023 | 0.049 | 0.062 | -0.003 | 0.042 |
| 2022 | -0.079 | -0.075 | -0.044 | 0.002 |
| 2021 | 0.091 | 0.010 | -0.043 | 0.053 |
| 2020 | -0.166 | 0.213 | 0.009 | 0.056 |
| 2019 | 0.162 | 0.024 | 0.010 | 0.093 |
| 2018 | -0.006 | 0.087 | 0.017 | -0.133 |
| 2017 | 0.067 | -0.002 | 0.023 | 0.005 |
| 2016 | 0.016 | 0.051 | 0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.056 |
| 5 years | 0.063 |