Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 45 |
| 1 month | 0.002 | 0 | 72 |
| 3 months | -0.006 | 0 | 37 |
| 1 year | -0.021 | 0 | 76 |
| 3 years | -0.031 | 0 | 72 |
| 5 years | 0.031 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.054 | — |
| 2023 | 0.017 | — |
| 2022 | -0.174 | — |
| 2021 | 0.183 | — |
| 2020 | -0.007 | — |
| 2019 | 0.125 | — |
| 2018 | -0.131 | — |
| 2017 | 0.059 | — |
| 2016 | 0.058 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | -0.002 | 0.001 | -0.008 | -0.046 |
| 2023 | 0.002 | 0.000 | -0.030 | 0.048 |
| 2022 | -0.088 | -0.092 | -0.077 | 0.081 |
| 2021 | 0.057 | 0.064 | 0.022 | 0.030 |
| 2020 | -0.269 | 0.179 | 0.013 | 0.137 |
| 2019 | 0.066 | -0.009 | 0.009 | 0.056 |
| 2018 | -0.022 | 0.033 | -0.029 | -0.114 |
| 2017 | 0.033 | 0.030 | 0.001 | -0.006 |
| 2016 | 0.013 | -0.035 | 0.051 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.070 |
| 3 years | -0.047 |
| 5 years | 0.020 |