Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 38 |
| 1 month | 0.007 | 0 | 38 |
| 3 months | 0.045 | 0 | 12 |
| 1 year | 0.010 | 0 | 79 |
| 3 years | -0.073 | 0 | 99 |
| 5 years | -0.085 | 0 | 100 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.087 | — |
| 2023 | -0.146 | — |
| 2022 | 0.073 | — |
| 2021 | -0.205 | — |
| 2020 | 0.098 | — |
| 2019 | -0.036 | — |
| 2018 | 0.004 | — |
| 2017 | -0.077 | — |
| 2016 | 0.106 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | -0.078 | -0.018 | 0.030 | -0.021 |
| 2023 | -0.076 | -0.061 | 0.013 | -0.029 |
| 2022 | 0.056 | 0.060 | 0.003 | -0.044 |
| 2021 | -0.047 | -0.042 | -0.018 | -0.113 |
| 2020 | 0.130 | -0.004 | 0.003 | -0.028 |
| 2019 | -0.023 | 0.009 | 0.004 | -0.025 |
| 2018 | 0.012 | -0.047 | -0.033 | 0.076 |
| 2017 | -0.022 | 0.006 | -0.023 | -0.039 |
| 2016 | 0.103 | 0.008 | -0.012 | 0.008 |
| 2015 | 0.007 | -0.056 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | -0.082 |
| 5 years | -0.091 |