Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 53 |
| 1 month | -0.019 | 0 | 10 |
| 3 months | 0.066 | 0 | 42 |
| 1 year | 0.160 | 0 | 48 |
| 3 years | -0.094 | 0 | 96 |
| 5 years | -0.012 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | -0.288 | — |
| 2022 | -0.159 | — |
| 2021 | -0.208 | — |
| 2020 | 0.741 | — |
| 2019 | 0.135 | — |
| 2018 | 0.029 | — |
| 2017 | 0.634 | — |
| 2016 | -0.125 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.087 | — | — | — |
| 2024 | -0.056 | 0.122 | 0.027 | -0.018 |
| 2023 | 0.010 | -0.169 | -0.068 | -0.091 |
| 2022 | -0.029 | -0.044 | -0.173 | 0.095 |
| 2021 | -0.072 | 0.055 | -0.158 | -0.040 |
| 2020 | -0.074 | 0.302 | 0.154 | 0.252 |
| 2019 | 0.152 | -0.046 | -0.043 | 0.078 |
| 2018 | 0.018 | 0.062 | -0.016 | -0.032 |
| 2017 | 0.115 | 0.094 | 0.180 | 0.136 |
| 2016 | -0.082 | -0.047 | 0.074 | -0.068 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | -0.112 |
| 5 years | -0.024 |