Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | -0.157 | 0 | — |
| 1 year | 0.008 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.099 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.269 | — |
| 2023 | 0.277 | — |
| 2022 | -0.257 | — |
| 2021 | 0.204 | — |
| 2020 | 0.160 | — |
| 2019 | 0.309 | — |
| 2018 | -0.043 | — |
| 2017 | 0.251 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.120 | — | — | — |
| 2024 | 0.161 | 0.026 | 0.029 | 0.036 |
| 2023 | 0.017 | 0.126 | -0.007 | 0.122 |
| 2022 | -0.068 | -0.195 | -0.041 | 0.031 |
| 2021 | 0.057 | 0.078 | -0.011 | 0.068 |
| 2020 | -0.173 | 0.156 | 0.095 | 0.107 |
| 2019 | 0.135 | 0.056 | 0.012 | 0.079 |
| 2018 | 0.006 | 0.041 | 0.069 | -0.145 |
| 2017 | 0.041 | 0.059 | 0.051 | 0.080 |
| 2016 | 0.052 | 0.050 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.008 |
| 3 years | 0.078 |
| 5 years | 0.099 |