Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | — |
| 1 month | -0.016 | 0 | — |
| 3 months | -0.025 | 0 | — |
| 1 year | -0.012 | 0 | — |
| 3 years | -0.004 | 0 | — |
| 5 years | 0.077 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.092 | — |
| 2022 | -0.271 | — |
| 2021 | 0.249 | — |
| 2020 | 0.002 | — |
| 2019 | 0.182 | — |
| 2018 | -0.154 | — |
| 2017 | 0.262 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.030 | 0.020 | 0.027 | -0.010 |
| 2023 | 0.101 | 0.016 | — | — |
| 2022 | -0.143 | -0.104 | -0.110 | 0.066 |
| 2021 | 0.100 | 0.132 | 0.002 | 0.001 |
| 2020 | -0.342 | 0.123 | 0.043 | 0.301 |
| 2019 | 0.108 | 0.035 | -0.053 | 0.089 |
| 2018 | -0.044 | 0.055 | 0.014 | -0.174 |
| 2017 | 0.096 | 0.106 | 0.029 | 0.012 |
| 2016 | -0.042 | 0.201 | 0.073 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | -0.004 |
| 5 years | 0.077 |