Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 60 |
| 1 month | -0.112 | 0 | 96 |
| 3 months | -0.058 | 0 | 66 |
| 1 year | -0.093 | 0 | 74 |
| 3 years | 0.041 | 0 | 40 |
| 5 years | 0.157 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.030 | — |
| 2023 | -0.011 | — |
| 2022 | 0.389 | — |
| 2021 | 0.313 | — |
| 2020 | -0.157 | — |
| 2019 | 0.068 | — |
| 2018 | -0.086 | — |
| 2017 | -0.051 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.106 | — | — | — |
| 2024 | 0.063 | 0.018 | -0.016 | -0.034 |
| 2023 | -0.026 | -0.037 | 0.088 | -0.031 |
| 2022 | 0.259 | -0.098 | 0.041 | 0.174 |
| 2021 | 0.141 | 0.048 | 0.005 | 0.092 |
| 2020 | -0.349 | 0.185 | -0.065 | 0.168 |
| 2019 | 0.112 | -0.028 | -0.063 | 0.055 |
| 2018 | -0.016 | 0.109 | -0.028 | -0.139 |
| 2017 | -0.082 | -0.090 | 0.056 | 0.076 |
| 2016 | 0.002 | -0.031 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.093 |
| 3 years | 0.041 |
| 5 years | 0.157 |