Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 93 |
| 1 month | 0.067 | 0 | 74 |
| 3 months | 0.040 | 0 | 94 |
| 1 year | 0.012 | 0 | 94 |
| 3 years | -0.066 | 0 | 79 |
| 5 years | 0.010 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.072 | — |
| 2023 | 0.220 | — |
| 2022 | -0.413 | — |
| 2021 | 0.200 | — |
| 2020 | 0.036 | — |
| 2019 | 0.312 | — |
| 2018 | -0.083 | — |
| 2017 | 0.252 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | -0.026 | 0.018 | 0.093 | -0.144 |
| 2023 | -0.036 | 0 | 0.025 | 0.235 |
| 2022 | -0.071 | -0.260 | -0.221 | 0.095 |
| 2021 | -0.011 | 0.145 | 0.011 | 0.048 |
| 2020 | -0.210 | 0.110 | 0.053 | 0.121 |
| 2019 | 0.124 | -0.010 | 0.072 | 0.100 |
| 2018 | -0.005 | 0.037 | 0.003 | -0.115 |
| 2017 | -0.015 | 0.116 | 0.068 | 0.066 |
| 2016 | -0.064 | 0.055 | -0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | -0.082 |
| 5 years | 0.000 |