Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 51 |
| 1 month | 0.047 | 0 | 58 |
| 3 months | 0.007 | 0 | 60 |
| 1 year | 0.059 | 0 | 37 |
| 3 years | 0.060 | 0 | 48 |
| 5 years | 0.059 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.039 | — |
| 2023 | 0.202 | — |
| 2022 | -0.229 | — |
| 2021 | 0.100 | — |
| 2020 | 0.137 | — |
| 2019 | 0.383 | — |
| 2018 | -0.090 | — |
| 2017 | 0.325 | — |
| 2016 | -0.027 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | 0.041 | -0.028 | 0.069 | -0.112 |
| 2023 | 0.132 | 0.020 | -0.077 | 0.128 |
| 2022 | -0.138 | -0.148 | -0.095 | 0.159 |
| 2021 | -0.004 | 0.076 | -0.006 | 0.032 |
| 2020 | -0.160 | 0.187 | 0.071 | 0.065 |
| 2019 | 0.174 | 0.077 | -0.026 | 0.123 |
| 2018 | -0.009 | 0.053 | 0.022 | -0.146 |
| 2017 | 0.091 | 0.110 | 0.055 | 0.037 |
| 2016 | -0.006 | -0.021 | 0.055 | -0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.060 |
| 5 years | 0.059 |