Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 78 |
| 1 month | -0.036 | 0 | 92 |
| 3 months | -0.071 | 0 | 88 |
| 1 year | 0.089 | 0 | 35 |
| 3 years | 0.045 | 0 | 93 |
| 5 years | 0.038 | 0 | 98 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.038 | — |
| 2022 | -0.172 | — |
| 2021 | 0.088 | — |
| 2020 | 0.103 | — |
| 2019 | 0.184 | — |
| 2018 | 0.033 | — |
| 2017 | 0.160 | — |
| 2016 | -0.002 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.068 | 0.017 | 0.051 | 0.036 |
| 2023 | -0.014 | 0.022 | -0.035 | 0.068 |
| 2022 | -0.101 | -0.091 | -0.015 | 0.029 |
| 2021 | -0.038 | 0.029 | 0.017 | 0.081 |
| 2020 | -0.059 | 0.086 | 0.055 | 0.023 |
| 2019 | 0.102 | 0.034 | 0.011 | 0.029 |
| 2018 | 0.024 | 0.028 | 0.043 | -0.059 |
| 2017 | 0.054 | 0.047 | 0.015 | 0.035 |
| 2016 | -0.049 | 0.018 | 0.030 | 0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.045 |
| 5 years | 0.038 |