Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 34 |
| 1 month | 0.019 | 0 | 23 |
| 3 months | 0.036 | 0 | 20 |
| 1 year | 0.054 | 0 | 74 |
| 3 years | -0.003 | 0 | 93 |
| 5 years | 0.021 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.014 | — |
| 2023 | 0.047 | — |
| 2022 | -0.309 | — |
| 2021 | -0.061 | — |
| 2020 | 0.328 | — |
| 2019 | 0.254 | — |
| 2018 | -0.225 | — |
| 2017 | 0.479 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.019 | 0.045 | 0.039 | -0.085 |
| 2023 | 0.055 | -0.031 | -0.031 | 0.057 |
| 2022 | -0.171 | -0.121 | -0.114 | 0.069 |
| 2021 | 0.007 | 0.068 | -0.074 | -0.058 |
| 2020 | -0.215 | 0.246 | 0.123 | 0.209 |
| 2019 | 0.109 | 0.031 | -0.026 | 0.126 |
| 2018 | -0.006 | -0.094 | -0.053 | -0.091 |
| 2017 | 0.127 | 0.090 | 0.103 | 0.091 |
| 2016 | 0.011 | 0.112 | -0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | -0.019 |
| 5 years | 0.011 |