Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.223 | 0 | 74 |
| 1 month | -0.026 | 0 | 94 |
| 3 months | 0.124 | 0 | 57 |
| 1 year | 0.332 | 0 | 70 |
| 3 years | 0.085 | 0 | 59 |
| 5 years | 0.139 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.242 | — |
| 2023 | 0.048 | — |
| 2022 | -0.114 | — |
| 2021 | -0.021 | — |
| 2020 | 0.388 | — |
| 2019 | 0.527 | — |
| 2018 | -0.106 | — |
| 2017 | -0.056 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.256 | — | — | — |
| 2024 | 0.054 | 0.107 | 0.123 | -0.052 |
| 2023 | 0.101 | -0.103 | -0.067 | 0.136 |
| 2022 | 0.148 | -0.277 | -0.035 | 0.105 |
| 2021 | -0.023 | 0.049 | -0.124 | 0.089 |
| 2020 | -0.302 | 0.709 | 0.081 | 0.076 |
| 2019 | 0.151 | 0.056 | 0.100 | 0.141 |
| 2018 | -0.055 | 0.065 | -0.150 | 0.046 |
| 2017 | 0.034 | -0.124 | 0.031 | 0.011 |
| 2016 | 0.412 | 0.062 | -0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.263 |
| 3 years | 0.066 |
| 5 years | 0.129 |