Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 77 |
| 1 month | -0.004 | 0 | 53 |
| 3 months | -0.036 | 0 | 84 |
| 1 year | 0.024 | 0 | 84 |
| 3 years | 0.013 | 0 | 62 |
| 5 years | 0.030 | 0 | 22 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.055 | — |
| 2022 | -0.104 | — |
| 2021 | 0.056 | — |
| 2020 | 0.038 | — |
| 2019 | 0.113 | — |
| 2018 | -0.062 | — |
| 2017 | 0.024 | — |
| 2016 | 0.026 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.038 | -0.006 | 0.031 | -0.001 |
| 2023 | 0.024 | 0.001 | -0.018 | 0.048 |
| 2022 | -0.029 | -0.075 | -0.036 | 0.034 |
| 2021 | 0.026 | 0.013 | 0.001 | 0.015 |
| 2020 | -0.097 | 0.064 | 0.019 | 0.060 |
| 2019 | 0.046 | 0.015 | 0.013 | 0.035 |
| 2018 | -0.018 | 0.007 | 0.007 | -0.057 |
| 2017 | 0.014 | -0.005 | 0.008 | 0.006 |
| 2016 | -0.022 | 0.005 | 0.018 | 0.026 |
| 2015 | 0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.003 |
| 5 years | 0.023 |