Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | — |
| 1 month | -0.009 | 0 | — |
| 3 months | -0.108 | 0 | — |
| 1 year | 0.057 | 0 | — |
| 3 years | 0.052 | 0 | — |
| 5 years | 0.075 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.340 | — |
| 2022 | -0.406 | — |
| 2021 | 0.232 | — |
| 2020 | 0.315 | — |
| 2019 | 0.349 | — |
| 2018 | 0.049 | — |
| 2017 | 0.253 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.075 | -0.007 | 0.040 | 0.037 |
| 2023 | 0.144 | 0.085 | -0.038 | 0.123 |
| 2022 | -0.145 | -0.249 | -0.060 | -0.015 |
| 2021 | 0.017 | 0.132 | 0.023 | 0.046 |
| 2020 | -0.157 | 0.272 | 0.098 | 0.117 |
| 2019 | 0.171 | 0.044 | -0.002 | 0.105 |
| 2018 | 0.027 | 0.077 | 0.099 | -0.137 |
| 2017 | 0.086 | 0.059 | 0.040 | 0.049 |
| 2016 | -0.030 | 0.043 | -0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.041 |
| 5 years | 0.068 |