Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.153 | 0 | 100 |
| 1 month | -0.010 | 0 | 15 |
| 3 months | -0.208 | 0 | 100 |
| 1 year | -0.052 | 0 | 99 |
| 3 years | 0.064 | 0 | 95 |
| 5 years | 0.072 | 0 | 97 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.379 | — |
| 2023 | 0.197 | — |
| 2022 | -0.199 | — |
| 2021 | -0.032 | — |
| 2020 | 0.091 | — |
| 2019 | 0.119 | — |
| 2018 | -0.145 | — |
| 2017 | 0.084 | — |
| 2016 | 0.020 | — |
| 2015 | -0.037 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.145 | — | — | — |
| 2024 | 0.238 | 0.101 | -0.043 | 0.058 |
| 2023 | 0.015 | 0.085 | 0.032 | 0.054 |
| 2022 | -0.080 | -0.076 | -0.058 | 0 |
| 2021 | 0.070 | -0.047 | -0.004 | -0.048 |
| 2020 | -0.219 | 0.111 | 0.035 | 0.216 |
| 2019 | 0.099 | 0.001 | -0.020 | 0.038 |
| 2018 | -0.054 | 0.043 | 0.022 | -0.152 |
| 2017 | -0.009 | 0.037 | 0.042 | 0.012 |
| 2016 | -0.054 | -0.032 | 0.046 | 0.064 |
| 2015 | 0.025 | -0.014 | -0.068 | 0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.080 |
| 3 years | 0.053 |
| 5 years | 0.065 |
| 10 years | 0.012 |