Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | 45 |
| 1 month | -0.036 | 0 | 38 |
| 3 months | -0.121 | 0 | 48 |
| 1 year | 0.005 | 0 | 69 |
| 3 years | 0.046 | 0 | 65 |
| 5 years | 0.090 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.179 | — |
| 2023 | 0.133 | — |
| 2022 | -0.133 | — |
| 2021 | 0.239 | — |
| 2020 | 0.013 | — |
| 2019 | 0.268 | — |
| 2018 | -0.081 | — |
| 2017 | 0.061 | — |
| 2016 | 0.068 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.087 | 0.023 | 0.021 | 0.039 |
| 2023 | 0.044 | 0.035 | -0.007 | 0.056 |
| 2022 | -0.056 | -0.098 | -0.009 | 0.027 |
| 2021 | 0.085 | 0.055 | 0.015 | 0.067 |
| 2020 | -0.222 | 0.154 | 0.031 | 0.093 |
| 2019 | 0.137 | 0.016 | 0.043 | 0.052 |
| 2018 | -0.037 | 0.059 | 0.030 | -0.124 |
| 2017 | 0.037 | -0.019 | 0.015 | 0.028 |
| 2016 | -0.060 | 0.028 | 0.030 | 0.073 |
| 2015 | -0.085 | 0.080 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.044 |
| 5 years | 0.090 |