Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 49 |
| 1 month | -0.017 | 0 | 56 |
| 3 months | -0.121 | 0 | 41 |
| 1 year | 0.033 | 0 | 25 |
| 3 years | 0.082 | 0 | 19 |
| 5 years | 0.091 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.234 | — |
| 2023 | 0.198 | — |
| 2022 | -0.161 | — |
| 2021 | 0.124 | — |
| 2020 | 0.200 | — |
| 2019 | 0.342 | — |
| 2018 | -0.095 | — |
| 2017 | 0.184 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | — | — | — |
| 2024 | 0.104 | 0.070 | -0.015 | 0.060 |
| 2023 | 0.040 | 0.049 | 0.013 | 0.085 |
| 2022 | -0.057 | -0.134 | 0.062 | -0.032 |
| 2021 | 0.002 | 0.100 | -0.022 | 0.044 |
| 2020 | -0.087 | 0.161 | 0.067 | 0.061 |
| 2019 | 0.144 | 0.096 | 0.026 | 0.043 |
| 2018 | -0.063 | 0.089 | 0.057 | -0.161 |
| 2017 | 0.062 | 0.029 | 0.018 | 0.064 |
| 2016 | 0.071 | 0.099 | 0.033 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.071 |
| 5 years | 0.084 |