Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | 27 |
| 1 month | -0.042 | 0 | 66 |
| 3 months | -0.105 | 0 | 31 |
| 1 year | 0.021 | 0 | 54 |
| 3 years | 0.025 | 0 | 87 |
| 5 years | 0.059 | 0 | 94 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.073 | — |
| 2022 | -0.157 | — |
| 2021 | 0.192 | — |
| 2020 | 0.112 | — |
| 2019 | 0.280 | — |
| 2018 | -0.130 | — |
| 2017 | 0.152 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.071 | 0.026 | 0.040 | 0.008 |
| 2023 | 0.030 | 0.003 | -0.014 | 0.053 |
| 2022 | -0.084 | -0.085 | -0.038 | 0.045 |
| 2021 | 0.063 | 0.076 | -0.012 | 0.055 |
| 2020 | -0.141 | 0.174 | 0.043 | 0.058 |
| 2019 | 0.135 | 0.032 | 0.027 | 0.064 |
| 2018 | -0.054 | 0.041 | 0.025 | -0.138 |
| 2017 | 0.063 | 0.023 | 0.011 | 0.048 |
| 2016 | -0.024 | 0.024 | 0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.011 |
| 5 years | 0.050 |