Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 94 |
| 1 month | -0.004 | 0 | 92 |
| 3 months | -0.055 | 0 | 88 |
| 1 year | 0.000 | 0 | 80 |
| 3 years | 0.078 | 0 | 54 |
| 5 years | 0.072 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.091 | — |
| 2022 | -0.043 | — |
| 2021 | -0.014 | — |
| 2020 | 0.118 | — |
| 2019 | 0.183 | — |
| 2018 | -0.176 | — |
| 2017 | 0.205 | — |
| 2016 | 0.308 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.151 | -0.025 | 0.008 | 0.031 |
| 2023 | 0.042 | 0.012 | 0.034 | 0.001 |
| 2022 | -0.025 | -0.043 | 0.012 | 0.013 |
| 2021 | 0.034 | -0.017 | 0.029 | -0.057 |
| 2020 | -0.170 | 0.172 | 0.045 | 0.100 |
| 2019 | 0.038 | 0.052 | 0.076 | 0.006 |
| 2018 | -0.061 | 0.024 | 0.002 | -0.145 |
| 2017 | 0.070 | 0.009 | 0.025 | 0.089 |
| 2016 | -0.053 | 0.093 | 0.200 | 0.053 |
| 2015 | -0.138 | 0.099 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.078 |
| 5 years | 0.072 |