Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | -0.097 | 0 | — |
| 1 year | 0.014 | 0 | — |
| 3 years | 0.065 | 0 | — |
| 5 years | 0.086 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.149 | — |
| 2022 | -0.116 | — |
| 2021 | 0.116 | — |
| 2020 | 0.414 | — |
| 2019 | 0.022 | — |
| 2018 | -0.021 | — |
| 2017 | 0.120 | — |
| 2016 | 0.047 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.097 | — | — | — |
| 2024 | 0.031 | 0.018 | 0.038 | 0.026 |
| 2023 | 0.105 | 0.026 | -0.020 | 0.034 |
| 2022 | -0.101 | -0.033 | 0.013 | 0.005 |
| 2021 | 0.077 | 0.052 | -0.056 | 0.042 |
| 2020 | -0.007 | 0.120 | 0.022 | 0.244 |
| 2019 | 0.048 | 0.034 | -0.067 | 0.011 |
| 2018 | -0.015 | 0.037 | 0.047 | -0.084 |
| 2017 | 0.008 | 0.012 | 0.045 | 0.050 |
| 2016 | -0.054 | 0.034 | 0.042 | 0.026 |
| 2015 | -0.026 | -0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | 0.043 |
| 5 years | 0.073 |