Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | -0.072 | 41 |
| 1 month | -0.008 | 0.039 | 32 |
| 3 months | -0.012 | 0.065 | 40 |
| 1 year | -0.027 | -0.101 | 45 |
| 3 years | -0.048 | 0.079 | 36 |
| 5 years | -0.091 | 0.030 | 41 |
| 10 years | 0 | 0.069 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.061 | — |
| 2023 | 0.032 | — |
| 2022 | -0.294 | — |
| 2021 | -0.048 | — |
| 2020 | 0.176 | 0.175 |
| 2019 | 0.143 | 0.140 |
| 2018 | -0.017 | -0.018 |
| 2017 | 0.085 | 0.084 |
| 2016 | — | 0.012 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.049 | -0.016 | — | — |
| 2024 | -0.031 | -0.016 | 0.078 | -0.087 |
| 2023 | 0.067 | -0.023 | -0.119 | 0.124 |
| 2022 | -0.101 | -0.120 | -0.098 | -0.011 |
| 2021 | -0.134 | 0.066 | 0.004 | 0.027 |
| 2020 | 0.220 | -0.006 | -0.001 | -0.030 |
| 2019 | 0.047 | 0.057 | 0.082 | -0.046 |
| 2018 | -0.034 | 0.004 | -0.028 | 0.043 |
| 2017 | 0.015 | 0.040 | 0.005 | 0.023 |
| 2016 | -0.121 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.027 |
| 3 years | -0.048 |
| 5 years | -0.091 |