Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 90 |
| 1 month | 0.031 | 0 | 5 |
| 3 months | -0.081 | 0 | 42 |
| 1 year | -0.095 | 0 | 78 |
| 3 years | 0.040 | 0 | 41 |
| 5 years | 0.031 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.002 | — |
| 2022 | -0.071 | — |
| 2021 | 0.104 | — |
| 2020 | 0.251 | — |
| 2019 | 0.215 | — |
| 2018 | 0.084 | — |
| 2017 | 0.183 | — |
| 2016 | -0.145 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | -0.081 | — | — |
| 2024 | 0.101 | 0.007 | 0.043 | -0.055 |
| 2023 | -0.026 | 0.013 | -0.032 | 0.049 |
| 2022 | -0.100 | -0.077 | 0.049 | 0.066 |
| 2021 | -0.021 | 0.079 | 0.029 | 0.016 |
| 2020 | -0.066 | 0.187 | 0.044 | 0.082 |
| 2019 | 0.128 | -0.007 | -0.069 | 0.165 |
| 2018 | 0.035 | 0.081 | 0.092 | -0.113 |
| 2017 | 0.098 | 0.045 | 0.009 | 0.021 |
| 2016 | -0.182 | 0.034 | 0.042 | -0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.095 |
| 3 years | 0.040 |
| 5 years | 0.031 |