Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.157 | 0 | 86 |
| 1 month | -0.057 | 0 | 63 |
| 3 months | -0.174 | 0 | 80 |
| 1 year | 0.015 | 0 | 62 |
| 3 years | 0.073 | 0 | 54 |
| 5 years | 0.121 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.323 | — |
| 2023 | 0.208 | — |
| 2022 | -0.151 | — |
| 2021 | 0.315 | — |
| 2020 | 0.103 | — |
| 2019 | 0.343 | — |
| 2018 | -0.055 | — |
| 2017 | 0.042 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.107 | — | — | — |
| 2024 | 0.131 | 0.053 | 0.010 | 0.100 |
| 2023 | 0.052 | 0.083 | -0.010 | 0.071 |
| 2022 | -0.032 | -0.120 | 0.014 | -0.017 |
| 2021 | 0.091 | 0.057 | 0.025 | 0.112 |
| 2020 | -0.167 | 0.178 | 0.046 | 0.075 |
| 2019 | 0.164 | 0.034 | 0.059 | 0.054 |
| 2018 | -0.030 | 0.061 | 0.082 | -0.151 |
| 2017 | 0.044 | -0.046 | 0.008 | 0.038 |
| 2016 | 0.039 | 0.029 | 0.109 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.062 |
| 5 years | 0.114 |