Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 66 |
| 1 month | 0.017 | 0 | 17 |
| 3 months | -0.020 | 0 | 68 |
| 1 year | 0.035 | 0 | 37 |
| 3 years | 0.047 | 0 | 32 |
| 5 years | 0.054 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.053 | — |
| 2022 | -0.012 | — |
| 2021 | 0.064 | — |
| 2020 | 0.087 | — |
| 2019 | 0.085 | — |
| 2018 | 0.008 | — |
| 2017 | 0.137 | — |
| 2016 | -0.027 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.045 | 0.013 | 0.009 | 0.016 |
| 2023 | 0.028 | 0.013 | -0.011 | 0.024 |
| 2022 | -0.022 | -0.019 | 0.000 | 0.031 |
| 2021 | 0.002 | 0.013 | 0.019 | 0.030 |
| 2020 | -0.024 | 0.066 | 0.038 | 0.007 |
| 2019 | 0.038 | 0.001 | 0.015 | 0.029 |
| 2018 | 0.003 | 0.036 | 0.018 | -0.047 |
| 2017 | 0.039 | 0.031 | 0.033 | 0.028 |
| 2016 | -0.051 | -0.013 | 0.010 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.036 |
| 5 years | 0.048 |