Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | — |
| 1 month | 0.013 | 0 | — |
| 3 months | -0.112 | 0 | — |
| 1 year | -0.092 | 0 | — |
| 3 years | 0.056 | 0 | — |
| 5 years | 0.074 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.232 | — |
| 2022 | -0.227 | — |
| 2021 | 0.185 | — |
| 2020 | 0.170 | — |
| 2019 | 0.384 | — |
| 2018 | -0.112 | — |
| 2017 | 0.180 | — |
| 2016 | -0.018 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | — | — | — |
| 2024 | 0.156 | -0.026 | -0.012 | -0.056 |
| 2023 | 0.108 | 0.074 | -0.075 | 0.119 |
| 2022 | -0.154 | -0.160 | -0.031 | 0.123 |
| 2021 | -0.007 | 0.094 | 0.003 | 0.087 |
| 2020 | -0.141 | 0.188 | 0.044 | 0.098 |
| 2019 | 0.160 | 0.074 | -0.026 | 0.140 |
| 2018 | 0.029 | 0.062 | -0.011 | -0.180 |
| 2017 | 0.048 | 0.071 | 0.055 | -0.004 |
| 2016 | -0.053 | -0.034 | 0.049 | 0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.092 |
| 3 years | 0.056 |
| 5 years | 0.074 |