Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.069 | 0 | 55 |
| 1 month | -0.048 | 0 | 86 |
| 3 months | -0.101 | 0 | 65 |
| 1 year | 0.198 | 0 | 59 |
| 3 years | 0.074 | 0 | 23 |
| 5 years | 0.100 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.365 | — |
| 2023 | 0.049 | — |
| 2022 | -0.186 | — |
| 2021 | 0.229 | — |
| 2020 | 0.007 | — |
| 2019 | 0.010 | — |
| 2018 | -0.191 | — |
| 2017 | 0.150 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.041 | 0.125 | 0.120 | 0.041 |
| 2023 | -0.010 | 0.010 | -0.027 | 0.079 |
| 2022 | -0.049 | -0.169 | -0.035 | 0.066 |
| 2021 | 0.037 | 0.091 | 0.001 | 0.084 |
| 2020 | -0.229 | 0.088 | 0.085 | 0.106 |
| 2019 | 0.020 | -0.008 | -0.014 | 0.012 |
| 2018 | -0.111 | 0.024 | 0.056 | -0.159 |
| 2017 | -0.036 | -0.003 | 0.048 | 0.142 |
| 2016 | 0.070 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.198 |
| 3 years | 0.074 |
| 5 years | 0.100 |