Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.122 | 0 | 70 |
| 1 month | -0.106 | 0 | 79 |
| 3 months | -0.122 | 0 | 70 |
| 1 year | -0.087 | 0 | 83 |
| 3 years | 0.047 | 0 | 47 |
| 5 years | 0.152 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.518 | — |
| 2022 | -0.355 | — |
| 2021 | 0.169 | — |
| 2020 | 0.451 | — |
| 2019 | 0.357 | — |
| 2018 | -0.117 | — |
| 2017 | 0.393 | — |
| 2016 | 0.110 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.122 | — | — | — |
| 2024 | 0.100 | 0.027 | -0.015 | 0.027 |
| 2023 | 0.211 | 0.101 | -0.054 | 0.204 |
| 2022 | -0.143 | -0.241 | -0.067 | 0.064 |
| 2021 | 0.055 | 0.055 | -0.030 | 0.082 |
| 2020 | -0.179 | 0.344 | 0.080 | 0.218 |
| 2019 | 0.177 | 0.040 | 0.001 | 0.107 |
| 2018 | 0.026 | -0.036 | 0.036 | -0.139 |
| 2017 | 0.129 | 0.042 | 0.104 | 0.072 |
| 2016 | -0.033 | 0.029 | 0.123 | -0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.124 |
| 3 years | 0.033 |
| 5 years | 0.143 |