Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.198 | 0 | 98 |
| 1 month | -0.066 | 0 | 97 |
| 3 months | -0.223 | 0 | 97 |
| 1 year | -0.071 | 0 | 99 |
| 3 years | 0.041 | 0 | 84 |
| 5 years | 0.099 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.323 | — |
| 2023 | 0.197 | — |
| 2022 | -0.146 | — |
| 2021 | 0.316 | — |
| 2020 | 0.089 | — |
| 2019 | 0.299 | — |
| 2018 | 0.013 | — |
| 2017 | 0.075 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.141 | — | — | — |
| 2024 | 0.192 | 0.030 | -0.025 | 0.106 |
| 2023 | 0.015 | 0.116 | 0.010 | 0.047 |
| 2022 | -0.018 | -0.129 | 0.024 | -0.025 |
| 2021 | 0.111 | 0.040 | 0.042 | 0.093 |
| 2020 | -0.137 | 0.117 | 0.060 | 0.066 |
| 2019 | 0.130 | 0.029 | 0.063 | 0.050 |
| 2018 | -0.031 | 0.091 | 0.081 | -0.113 |
| 2017 | 0.046 | -0.022 | 0.012 | 0.038 |
| 2016 | 0.027 | 0.055 | 0.108 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.071 |
| 3 years | 0.041 |
| 5 years | 0.099 |