Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.096 | 0 | 99 |
| 1 month | 0.011 | 0 | 95 |
| 3 months | -0.011 | 0 | 93 |
| 1 year | 0.018 | 0 | 89 |
| 3 years | 0.156 | 0 | 33 |
| 5 years | 0.255 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.258 | — |
| 2023 | 0.337 | — |
| 2022 | -0.048 | — |
| 2021 | 0.545 | — |
| 2020 | 0.311 | — |
| 2019 | -0.047 | — |
| 2018 | -0.142 | — |
| 2017 | 0.471 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.106 | — | — | — |
| 2024 | 0.054 | 0.151 | 0.043 | -0.006 |
| 2023 | -0.035 | 0.106 | 0.137 | 0.102 |
| 2022 | -0.046 | -0.138 | 0.123 | 0.031 |
| 2021 | 0.096 | 0.190 | 0.103 | 0.074 |
| 2020 | -0.152 | 0.117 | 0.217 | 0.138 |
| 2019 | 0.029 | -0.082 | -0.019 | 0.029 |
| 2018 | -0.041 | -0.045 | -0.071 | 0.008 |
| 2017 | 0.126 | 0.060 | 0.074 | 0.148 |
| 2016 | -0.056 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.156 |
| 5 years | 0.255 |