Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.136 | 0 | — |
| 1 month | -0.026 | 0 | — |
| 3 months | -0.144 | 0 | — |
| 1 year | 0.102 | 0 | — |
| 3 years | 0.146 | 0 | — |
| 5 years | 0.081 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.452 | — |
| 2023 | 0.548 | — |
| 2022 | -0.535 | — |
| 2021 | 0.077 | — |
| 2020 | 0.694 | — |
| 2019 | 0.263 | — |
| 2018 | -0.035 | — |
| 2017 | 0.365 | — |
| 2016 | 0.019 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.113 | — | — | — |
| 2024 | 0.192 | 0.103 | -0.007 | 0.112 |
| 2023 | 0.238 | 0.142 | -0.047 | 0.150 |
| 2022 | -0.265 | -0.315 | 0.017 | -0.091 |
| 2021 | -0.015 | 0.132 | 0.020 | -0.053 |
| 2020 | -0.016 | 0.320 | 0.135 | 0.149 |
| 2019 | 0.181 | 0.006 | -0.021 | 0.086 |
| 2018 | 0.072 | 0.036 | -0.068 | -0.067 |
| 2017 | 0.160 | 0.061 | 0.038 | 0.068 |
| 2016 | -0.109 | 0.017 | 0.155 | -0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.146 |
| 5 years | 0.081 |