Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.142 | 0 | 54 |
| 1 month | -0.061 | 0 | 79 |
| 3 months | -0.160 | 0 | 48 |
| 1 year | 0.021 | 0 | 57 |
| 3 years | 0.059 | 0 | 74 |
| 5 years | 0.111 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.287 | — |
| 2023 | 0.186 | — |
| 2022 | -0.178 | — |
| 2021 | 0.323 | — |
| 2020 | 0.131 | — |
| 2019 | 0.273 | — |
| 2018 | 0.018 | — |
| 2017 | 0.050 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.116 | 0.048 | 0.004 | 0.096 |
| 2023 | 0.048 | 0.079 | -0.004 | 0.054 |
| 2022 | -0.050 | -0.125 | 0.013 | -0.024 |
| 2021 | 0.092 | 0.087 | 0.005 | 0.109 |
| 2020 | -0.145 | 0.178 | 0.058 | 0.062 |
| 2019 | 0.150 | 0.007 | 0.059 | 0.037 |
| 2018 | -0.029 | 0.124 | 0.070 | -0.129 |
| 2017 | 0.045 | -0.033 | -0.004 | 0.043 |
| 2016 | 0.036 | 0.008 | 0.095 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.045 |
| 5 years | 0.102 |