Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.119 | 0 | 67 |
| 1 month | -0.007 | 0 | 28 |
| 3 months | -0.148 | 0 | 73 |
| 1 year | 0.023 | 0 | 65 |
| 3 years | 0.082 | 0 | 57 |
| 5 years | 0.088 | 0 | 72 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.289 | — |
| 2023 | 0.363 | — |
| 2022 | -0.375 | — |
| 2021 | 0.191 | — |
| 2020 | 0.402 | — |
| 2019 | 0.304 | — |
| 2018 | 0.002 | — |
| 2017 | 0.174 | — |
| 2016 | -0.002 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.113 | — | — | — |
| 2024 | 0.160 | 0.052 | -0.021 | 0.079 |
| 2023 | 0.104 | 0.143 | -0.027 | 0.111 |
| 2022 | -0.132 | -0.221 | -0.012 | -0.065 |
| 2021 | -0.007 | 0.151 | 0.011 | 0.031 |
| 2020 | -0.079 | 0.299 | 0.093 | 0.073 |
| 2019 | 0.180 | 0.054 | -0.009 | 0.057 |
| 2018 | 0.032 | 0.103 | 0.064 | -0.173 |
| 2017 | 0.069 | 0.025 | 0.034 | 0.036 |
| 2016 | -0.109 | -0.007 | 0.084 | 0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.076 |
| 5 years | 0.084 |