Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.151 | 0 | 87 |
| 1 month | -0.111 | 0 | 82 |
| 3 months | -0.151 | 0 | 87 |
| 1 year | -0.165 | 0 | 96 |
| 3 years | -0.033 | 0 | 84 |
| 5 years | 0.070 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.295 | — |
| 2022 | -0.328 | — |
| 2021 | 0.106 | — |
| 2020 | 0.341 | — |
| 2019 | 0.289 | — |
| 2018 | -0.068 | — |
| 2017 | 0.457 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.151 | — | — | — |
| 2024 | 0.056 | 0.003 | -0.002 | -0.017 |
| 2023 | 0.157 | 0.048 | -0.094 | 0.179 |
| 2022 | -0.152 | -0.251 | -0.044 | 0.108 |
| 2021 | 0.005 | 0.047 | 0.024 | 0.026 |
| 2020 | -0.188 | 0.300 | 0.087 | 0.169 |
| 2019 | 0.161 | 0.067 | -0.073 | 0.122 |
| 2018 | 0.042 | 0.030 | 0.071 | -0.189 |
| 2017 | 0.146 | 0.073 | 0.098 | 0.078 |
| 2016 | -0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.207 |
| 3 years | -0.049 |
| 5 years | 0.059 |