Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 84 |
| 1 month | 0.042 | 0 | 7 |
| 3 months | -0.048 | 0 | 44 |
| 1 year | -0.137 | 0 | 96 |
| 3 years | -0.048 | 0 | 53 |
| 5 years | 0.054 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.000 | — |
| 2023 | 0.010 | — |
| 2022 | -0.171 | — |
| 2021 | 0.336 | — |
| 2020 | 0.121 | — |
| 2019 | 0.291 | — |
| 2018 | 0.031 | — |
| 2017 | 0.221 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.120 | — | — | — |
| 2024 | 0.019 | 0.059 | -0.046 | -0.029 |
| 2023 | -0.027 | -0.014 | -0.014 | 0.068 |
| 2022 | -0.132 | -0.048 | -0.074 | 0.083 |
| 2021 | 0.137 | 0.154 | 0.061 | -0.040 |
| 2020 | -0.240 | 0.214 | 0.037 | 0.172 |
| 2019 | 0.068 | 0.066 | -0.019 | 0.156 |
| 2018 | 0.041 | 0.092 | 0.037 | -0.126 |
| 2017 | 0.074 | 0.065 | 0.015 | 0.052 |
| 2016 | -0.027 | 0.108 | 0.055 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.137 |
| 3 years | -0.048 |
| 5 years | 0.054 |