Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 86 |
| 1 month | -0.035 | 0 | 96 |
| 3 months | -0.038 | 0 | 60 |
| 1 year | 0.010 | 0 | 73 |
| 3 years | 0.022 | 0 | 72 |
| 5 years | 0.038 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.031 | — |
| 2022 | -0.017 | — |
| 2021 | 0.122 | — |
| 2020 | -0.031 | — |
| 2019 | 0.094 | — |
| 2018 | 0.007 | — |
| 2017 | 0.041 | — |
| 2016 | 0.146 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.039 | 0.004 | -0.015 | 0.060 |
| 2023 | 0.003 | 0.028 | 0.013 | -0.013 |
| 2022 | -0.043 | 0.037 | 0.020 | -0.027 |
| 2021 | 0.050 | 0.027 | 0.035 | 0.006 |
| 2020 | -0.049 | 0.040 | -0.007 | -0.013 |
| 2019 | 0.038 | 0.016 | 0.026 | 0.011 |
| 2018 | 0.011 | -0.006 | -0.027 | 0.030 |
| 2017 | 0.042 | -0.006 | -0.004 | 0.009 |
| 2016 | 0.022 | 0.051 | 0.035 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.008 |
| 5 years | 0.030 |