Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | 85 |
| 1 month | -0.042 | 0 | 49 |
| 3 months | -0.122 | 0 | 88 |
| 1 year | 0.024 | 0 | 67 |
| 3 years | 0.044 | 0 | 54 |
| 5 years | 0.108 | 0 | 37 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.221 | — |
| 2023 | 0.097 | — |
| 2022 | -0.145 | — |
| 2021 | 0.332 | — |
| 2020 | 0.074 | — |
| 2019 | 0.307 | — |
| 2018 | -0.046 | — |
| 2017 | 0.030 | — |
| 2016 | 0.107 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.106 | 0.042 | 0.001 | 0.058 |
| 2023 | 0.026 | 0.039 | -0.024 | 0.055 |
| 2022 | -0.071 | -0.100 | -0.007 | 0.030 |
| 2021 | 0.086 | 0.060 | 0.009 | 0.147 |
| 2020 | -0.181 | 0.167 | 0.037 | 0.085 |
| 2019 | 0.146 | 0.029 | 0.070 | 0.036 |
| 2018 | -0.029 | 0.042 | 0.031 | -0.085 |
| 2017 | 0.022 | -0.029 | 0.013 | 0.025 |
| 2016 | -0.042 | 0.032 | 0.012 | 0.105 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.023 |
| 5 years | 0.094 |