Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.159 | 0 | 98 |
| 1 month | -0.040 | 0 | 90 |
| 3 months | -0.196 | 0 | 98 |
| 1 year | -0.122 | 0 | 95 |
| 3 years | 0.007 | 0 | 71 |
| 5 years | 0.046 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.141 | — |
| 2022 | -0.270 | — |
| 2021 | 0.229 | — |
| 2020 | 0.247 | — |
| 2019 | 0.276 | — |
| 2018 | -0.049 | — |
| 2017 | 0.052 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.124 | — | — | — |
| 2024 | 0.103 | 0.047 | 0.007 | 0.006 |
| 2023 | 0.082 | 0.023 | -0.069 | 0.107 |
| 2022 | -0.136 | -0.165 | 0.028 | -0.015 |
| 2021 | 0.001 | 0.083 | 0.023 | 0.109 |
| 2020 | -0.009 | 0.098 | 0.139 | 0.006 |
| 2019 | 0.081 | 0.035 | 0.057 | 0.079 |
| 2018 | -0.009 | 0.056 | 0.047 | -0.131 |
| 2017 | 0.043 | 0.024 | 0.006 | -0.021 |
| 2016 | -0.024 | 0.114 | 0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.122 |
| 3 years | 0.007 |
| 5 years | 0.046 |