Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.107 | 0 | 71 |
| 1 month | -0.054 | 0 | 66 |
| 3 months | -0.132 | 0 | 63 |
| 1 year | -0.104 | 0 | 67 |
| 3 years | -0.006 | 0 | 31 |
| 5 years | 0.072 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.124 | — |
| 2023 | 0.063 | — |
| 2022 | -0.236 | — |
| 2021 | 0.207 | — |
| 2020 | 0.263 | — |
| 2019 | 0.307 | — |
| 2018 | -0.188 | — |
| 2017 | 0.217 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.137 | 0.000 | 0.010 | -0.021 |
| 2023 | 0.104 | 0.026 | -0.081 | 0.022 |
| 2022 | -0.131 | -0.139 | -0.039 | 0.064 |
| 2021 | 0.089 | 0.030 | 0.013 | 0.062 |
| 2020 | -0.206 | 0.211 | 0.134 | 0.159 |
| 2019 | 0.151 | 0.045 | 0.025 | 0.061 |
| 2018 | -0.042 | -0.020 | -0.009 | -0.127 |
| 2017 | 0.071 | 0.013 | 0.081 | 0.038 |
| 2016 | 0.015 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.151 |
| 3 years | -0.024 |
| 5 years | 0.060 |