Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 97 |
| 1 month | -0.017 | 0 | 93 |
| 3 months | -0.055 | 0 | 96 |
| 1 year | 0.016 | 0 | 91 |
| 3 years | 0.000 | 0 | 93 |
| 5 years | 0.022 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.060 | — |
| 2022 | -0.121 | — |
| 2021 | 0.075 | — |
| 2020 | 0.024 | — |
| 2019 | 0.135 | — |
| 2018 | -0.072 | — |
| 2017 | 0.022 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.018 | 0.008 | 0.015 | 0.020 |
| 2023 | 0.012 | 0.010 | -0.011 | 0.048 |
| 2022 | -0.039 | -0.065 | 0.007 | -0.029 |
| 2021 | 0.021 | 0.017 | 0.015 | 0.019 |
| 2020 | -0.128 | 0.115 | 0.014 | 0.038 |
| 2019 | 0.071 | 0.012 | 0.018 | 0.029 |
| 2018 | -0.027 | 0.019 | -0.002 | -0.062 |
| 2017 | 0.014 | -0.005 | 0.000 | 0.012 |
| 2016 | 0.033 | 0.008 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | -0.003 |
| 5 years | 0.020 |