Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 46 |
| 1 month | -0.047 | 0 | 56 |
| 3 months | -0.119 | 0 | 49 |
| 1 year | 0.042 | 0 | 87 |
| 3 years | 0.126 | 0 | 40 |
| 5 years | 0.088 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.230 | — |
| 2023 | 0.455 | — |
| 2022 | -0.347 | — |
| 2021 | 0.158 | — |
| 2020 | 0.306 | — |
| 2019 | 0.224 | — |
| 2018 | 0.100 | — |
| 2017 | 0.264 | — |
| 2016 | -0.039 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.141 | 0.007 | 0.023 | 0.046 |
| 2023 | 0.164 | 0.136 | -0.006 | 0.108 |
| 2022 | -0.134 | -0.229 | 0.021 | -0.041 |
| 2021 | -0.010 | 0.104 | 0.024 | 0.035 |
| 2020 | -0.059 | 0.227 | 0.097 | 0.032 |
| 2019 | 0.134 | 0.017 | -0.006 | 0.068 |
| 2018 | 0.079 | 0.078 | 0.043 | -0.094 |
| 2017 | 0.092 | 0.051 | 0.024 | 0.076 |
| 2016 | -0.120 | -0.009 | 0.088 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.126 |
| 5 years | 0.088 |