Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.080 | 0 | 64 |
| 1 month | 0.051 | 0 | 91 |
| 3 months | -0.080 | 0 | 64 |
| 1 year | 0.010 | 0 | 64 |
| 3 years | 0.084 | 0 | 20 |
| 5 years | 0.188 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | 0.251 | — |
| 2022 | -0.121 | — |
| 2021 | 0.283 | — |
| 2020 | 0.110 | — |
| 2019 | 0.062 | — |
| 2018 | -0.138 | — |
| 2017 | 0.278 | — |
| 2016 | 0.042 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.080 | — | — | — |
| 2024 | 0.083 | 0.078 | 0.008 | 0.009 |
| 2023 | -0.020 | 0.136 | 0.052 | 0.068 |
| 2022 | -0.055 | -0.108 | 0.094 | -0.046 |
| 2021 | 0.077 | 0.063 | 0.133 | -0.011 |
| 2020 | -0.274 | 0.157 | 0.102 | 0.200 |
| 2019 | 0.032 | 0.038 | -0.030 | 0.023 |
| 2018 | -0.094 | 0.012 | -0.105 | 0.050 |
| 2017 | 0.152 | 0.015 | -0.004 | 0.098 |
| 2016 | -0.066 | 0.064 | 0.095 | -0.042 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.079 |
| 5 years | 0.184 |