Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 63 |
| 1 month | 0.026 | 0 | 38 |
| 3 months | 0.005 | 0 | 61 |
| 1 year | 0.183 | 0 | 36 |
| 3 years | 0.222 | 0 | 15 |
| 5 years | 0.239 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.425 | — |
| 2023 | 0.386 | — |
| 2022 | -0.066 | — |
| 2021 | 0.209 | — |
| 2020 | 0.669 | — |
| 2019 | 0.072 | — |
| 2018 | -0.008 | — |
| 2017 | 0.064 | — |
| 2016 | -0.131 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.095 | — | — | — |
| 2024 | 0.112 | 0.050 | 0.193 | 0.023 |
| 2023 | -0.038 | 0.156 | 0.115 | 0.118 |
| 2022 | -0.043 | -0.100 | 0.086 | -0.001 |
| 2021 | -0.023 | 0.173 | 0.041 | 0.013 |
| 2020 | -0.026 | 0.255 | 0.222 | 0.117 |
| 2019 | 0.046 | -0.043 | 0.022 | 0.048 |
| 2018 | -0.064 | 0.029 | 0.073 | -0.040 |
| 2017 | 0.069 | -0.041 | -0.057 | 0.100 |
| 2016 | -0.061 | 0.001 | 0.024 | -0.097 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.183 |
| 3 years | 0.222 |
| 5 years | 0.239 |