Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 68 |
| 1 month | 0.026 | 0 | 13 |
| 3 months | -0.020 | 0 | 80 |
| 1 year | -0.073 | 0 | 94 |
| 3 years | -0.019 | 0 | 52 |
| 5 years | 0.072 | 0 | 50 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.074 | — |
| 2023 | 0.099 | — |
| 2022 | -0.236 | — |
| 2021 | 0.246 | — |
| 2020 | 0.311 | — |
| 2019 | 0.287 | — |
| 2018 | -0.320 | — |
| 2017 | 0.336 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.015 | -0.022 | 0.003 | -0.071 |
| 2023 | 0.078 | -0.027 | -0.056 | 0.111 |
| 2022 | -0.136 | -0.126 | -0.111 | 0.138 |
| 2021 | 0.114 | 0.071 | 0.013 | 0.032 |
| 2020 | -0.206 | 0.286 | 0.113 | 0.154 |
| 2019 | 0.118 | 0.041 | 0.001 | 0.104 |
| 2018 | -0.033 | -0.027 | -0.097 | -0.200 |
| 2017 | 0.097 | 0.106 | 0.078 | 0.022 |
| 2016 | 0.079 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.110 |
| 3 years | -0.032 |
| 5 years | 0.064 |