Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.222 | 0 | 75 |
| 1 month | -0.026 | 0 | 95 |
| 3 months | 0.123 | 0 | 58 |
| 1 year | 0.330 | 0 | 71 |
| 3 years | 0.083 | 0 | 61 |
| 5 years | 0.136 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.240 | — |
| 2023 | 0.046 | — |
| 2022 | -0.116 | — |
| 2021 | -0.023 | — |
| 2020 | 0.380 | — |
| 2019 | 0.523 | — |
| 2018 | -0.107 | — |
| 2017 | -0.058 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.255 | — | — | — |
| 2024 | 0.054 | 0.106 | 0.122 | -0.053 |
| 2023 | 0.100 | -0.103 | -0.067 | 0.136 |
| 2022 | 0.148 | -0.277 | -0.035 | 0.104 |
| 2021 | -0.023 | 0.049 | -0.124 | 0.089 |
| 2020 | -0.302 | 0.708 | 0.077 | 0.075 |
| 2019 | 0.150 | 0.056 | 0.100 | 0.141 |
| 2018 | -0.056 | 0.064 | -0.151 | 0.046 |
| 2017 | 0.033 | -0.125 | 0.030 | 0.011 |
| 2016 | 0.398 | 0.056 | -0.046 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.261 |
| 3 years | 0.064 |
| 5 years | 0.125 |