Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.065 | 0 | 90 |
| 1 month | 0.009 | 0 | 75 |
| 3 months | -0.065 | 0 | 94 |
| 1 year | -0.065 | 0 | 68 |
| 3 years | 0.037 | 0 | 36 |
| 5 years | 0.120 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | -0.016 | — |
| 2022 | 0.126 | — |
| 2021 | 0.343 | — |
| 2020 | -0.115 | — |
| 2019 | 0.183 | — |
| 2018 | -0.132 | — |
| 2017 | -0.039 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0 | -0.065 | — | — |
| 2024 | 0.110 | -0.010 | -0.028 | 0.029 |
| 2023 | -0.037 | -0.002 | 0.095 | -0.065 |
| 2022 | 0.124 | -0.092 | 0.040 | 0.061 |
| 2021 | 0.162 | 0.034 | 0.021 | 0.095 |
| 2020 | -0.339 | 0.163 | 0.011 | 0.140 |
| 2019 | 0.148 | -0.009 | -0.003 | 0.043 |
| 2018 | -0.082 | 0.138 | 0.019 | -0.185 |
| 2017 | -0.028 | -0.081 | 0.024 | 0.051 |
| 2016 | 0.087 | 0.038 | 0.102 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | 0.037 |
| 5 years | 0.120 |