Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 79 |
| 1 month | -0.098 | 0 | 92 |
| 3 months | -0.031 | 0 | 79 |
| 1 year | 0.016 | 0 | 8 |
| 3 years | 0.021 | 0 | 58 |
| 5 years | 0.101 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.203 | — |
| 2022 | -0.405 | — |
| 2021 | 0.232 | — |
| 2020 | 0.399 | — |
| 2019 | 0.290 | — |
| 2018 | -0.100 | — |
| 2017 | 0.098 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.120 | -0.035 | 0.046 | 0.039 |
| 2023 | 0.200 | 0.052 | -0.102 | 0.063 |
| 2022 | -0.234 | -0.221 | -0.069 | 0.071 |
| 2021 | 0.043 | 0.118 | 0.009 | 0.047 |
| 2020 | -0.132 | 0.260 | 0.093 | 0.170 |
| 2019 | 0.138 | 0.038 | 0.031 | 0.060 |
| 2018 | -0.047 | 0.076 | 0.012 | -0.134 |
| 2017 | 0.079 | 0.017 | -0.014 | 0.015 |
| 2016 | 0.049 | -0.013 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | 0.001 |
| 5 years | 0.088 |