Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 85 |
| 1 month | -0.008 | 0 | 69 |
| 3 months | -0.051 | 0 | 77 |
| 1 year | 0.040 | 0 | 63 |
| 3 years | 0.046 | 0 | 37 |
| 5 years | 0.064 | 0 | 33 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.176 | — |
| 2022 | -0.221 | — |
| 2021 | 0.108 | — |
| 2020 | 0.170 | — |
| 2019 | 0.109 | — |
| 2018 | -0.051 | — |
| 2017 | 0.138 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.080 | 0.052 | 0.018 | -0.022 |
| 2023 | 0.110 | 0.029 | -0.037 | 0.068 |
| 2022 | -0.075 | -0.105 | -0.076 | 0.017 |
| 2021 | 0.035 | 0.049 | -0.024 | 0.046 |
| 2020 | -0.093 | 0.092 | 0.059 | 0.115 |
| 2019 | 0.055 | 0.010 | 0.007 | 0.034 |
| 2018 | 0.032 | -0.004 | -0.013 | -0.065 |
| 2017 | 0.042 | 0.022 | 0.029 | 0.038 |
| 2016 | -0.038 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | 0.022 |
| 5 years | 0.050 |