Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.098 | 0 | 66 |
| 1 month | -0.076 | 0 | 97 |
| 3 months | -0.111 | 0 | 47 |
| 1 year | -0.107 | 0 | 96 |
| 3 years | -0.003 | 0 | 77 |
| 5 years | 0.164 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.017 | — |
| 2023 | 0.106 | — |
| 2022 | 0.354 | — |
| 2021 | 0.332 | — |
| 2020 | -0.127 | — |
| 2019 | 0.016 | — |
| 2018 | -0.106 | — |
| 2017 | 0.057 | — |
| 2016 | 0.222 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | -0.018 | 0.032 | -0.011 | -0.020 |
| 2023 | 0.020 | -0.015 | 0.070 | 0.030 |
| 2022 | 0.251 | -0.021 | 0.025 | 0.080 |
| 2021 | 0.166 | 0.093 | 0.021 | 0.023 |
| 2020 | -0.385 | 0.207 | -0.043 | 0.228 |
| 2019 | 0.127 | -0.042 | -0.055 | -0.003 |
| 2018 | -0.035 | 0.070 | -0.032 | -0.106 |
| 2017 | 0.044 | -0.024 | 0.031 | 0.005 |
| 2016 | 0.097 | 0.027 | 0.059 | 0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.107 |
| 3 years | -0.003 |
| 5 years | 0.163 |