Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 50 |
| 1 month | -0.043 | 0 | 69 |
| 3 months | -0.064 | 0 | 47 |
| 1 year | 0.004 | 0 | 61 |
| 3 years | 0.035 | 0 | 15 |
| 5 years | 0.080 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.208 | — |
| 2023 | 0.091 | — |
| 2022 | -0.163 | — |
| 2021 | 0.136 | — |
| 2020 | 0.075 | — |
| 2019 | 0.189 | — |
| 2018 | -0.169 | — |
| 2017 | 0.196 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.105 | 0.078 | 0.005 | 0.009 |
| 2023 | 0.021 | 0.025 | 0.009 | 0.033 |
| 2022 | -0.034 | -0.094 | -0.062 | 0.019 |
| 2021 | 0.101 | 0.114 | -0.061 | -0.014 |
| 2020 | -0.224 | 0.166 | 0.045 | 0.136 |
| 2019 | 0.129 | -0.008 | -0.011 | 0.074 |
| 2018 | -0.013 | -0.033 | -0.048 | -0.085 |
| 2017 | 0.117 | -0.013 | 0.042 | 0.042 |
| 2016 | 0.090 | 0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.029 |
| 5 years | 0.076 |