Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 71 |
| 1 month | 0.012 | 0 | 5 |
| 3 months | -0.034 | 0 | 73 |
| 1 year | 0.051 | 0 | 47 |
| 3 years | 0.062 | 0 | 58 |
| 5 years | 0.088 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.133 | — |
| 2022 | -0.154 | — |
| 2021 | 0.173 | — |
| 2020 | -0.031 | — |
| 2019 | 0.294 | — |
| 2018 | -0.132 | — |
| 2017 | 0.113 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.091 | 0.015 | 0.042 | -0.041 |
| 2023 | 0.079 | 0.013 | -0.029 | 0.068 |
| 2022 | -0.090 | -0.114 | -0.051 | 0.106 |
| 2021 | 0.082 | 0.028 | -0.010 | 0.064 |
| 2020 | -0.256 | 0.204 | 0.020 | 0.061 |
| 2019 | 0.128 | 0.061 | 0.012 | 0.069 |
| 2018 | -0.041 | 0.021 | 0.016 | -0.127 |
| 2017 | 0.063 | 0.025 | 0.035 | -0.013 |
| 2016 | 0.035 | 0.039 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.062 |
| 5 years | 0.088 |