Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 49 |
| 1 month | -0.053 | 0 | 53 |
| 3 months | -0.076 | 0 | 50 |
| 1 year | 0.133 | 0 | 54 |
| 3 years | 0.090 | 0 | 58 |
| 5 years | 0.108 | 0 | 74 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.318 | — |
| 2023 | 0.068 | — |
| 2022 | -0.124 | — |
| 2021 | 0.196 | — |
| 2020 | -0.110 | — |
| 2019 | 0.219 | — |
| 2018 | -0.121 | — |
| 2017 | 0.144 | — |
| 2016 | 0.112 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | 0.170 | -0.023 | 0.056 | 0.091 |
| 2023 | -0.016 | 0.008 | 0.031 | 0.045 |
| 2022 | 0.000 | -0.153 | -0.045 | 0.082 |
| 2021 | 0.127 | 0.027 | -0.003 | 0.036 |
| 2020 | -0.279 | 0.099 | -0.012 | 0.135 |
| 2019 | 0.101 | 0.034 | 0.028 | 0.041 |
| 2018 | -0.026 | -0.001 | 0.031 | -0.124 |
| 2017 | 0.041 | 0.021 | 0.038 | 0.037 |
| 2016 | -0.060 | 0.007 | 0.055 | 0.114 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.079 |
| 5 years | 0.101 |