Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | 45 |
| 1 month | -0.031 | 0 | 26 |
| 3 months | -0.118 | 0 | 43 |
| 1 year | 0.038 | 0 | 37 |
| 3 years | 0.084 | 0 | 12 |
| 5 years | 0.130 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.253 | — |
| 2023 | 0.202 | — |
| 2022 | -0.152 | — |
| 2021 | 0.300 | — |
| 2020 | 0.121 | — |
| 2019 | 0.276 | — |
| 2018 | -0.043 | — |
| 2017 | 0.069 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.131 | 0.039 | -0.010 | 0.077 |
| 2023 | 0.053 | 0.068 | 0.003 | 0.065 |
| 2022 | -0.064 | -0.101 | -0.006 | 0.013 |
| 2021 | 0.092 | 0.063 | 0.019 | 0.100 |
| 2020 | -0.175 | 0.193 | 0.052 | 0.084 |
| 2019 | 0.138 | 0.021 | 0.041 | 0.055 |
| 2018 | -0.027 | 0.057 | 0.049 | -0.113 |
| 2017 | 0.045 | -0.035 | 0.012 | 0.048 |
| 2016 | 0.029 | 0.078 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.084 |
| 5 years | 0.130 |