Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.138 | 0 | — |
| 1 month | -0.016 | 0 | — |
| 3 months | -0.185 | 0 | — |
| 1 year | -0.084 | 0 | — |
| 3 years | 0.066 | 0 | — |
| 5 years | 0.105 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.500 | — |
| 2022 | -0.370 | — |
| 2021 | 0.173 | — |
| 2020 | 0.447 | — |
| 2019 | 0.335 | — |
| 2018 | -0.130 | — |
| 2017 | 0.383 | — |
| 2016 | 0.110 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.123 | — | — | — |
| 2024 | 0.098 | 0.025 | -0.015 | 0.026 |
| 2023 | 0.204 | 0.099 | -0.056 | 0.202 |
| 2022 | -0.146 | -0.244 | -0.073 | 0.053 |
| 2021 | 0.055 | 0.056 | -0.028 | 0.083 |
| 2020 | -0.180 | 0.341 | 0.080 | 0.218 |
| 2019 | 0.171 | 0.035 | -0.002 | 0.103 |
| 2018 | 0.023 | -0.040 | 0.033 | -0.143 |
| 2017 | 0.129 | 0.041 | 0.102 | 0.069 |
| 2016 | -0.031 | 0.028 | 0.123 | -0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.147 |
| 3 years | 0.042 |
| 5 years | 0.091 |