Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 89 |
| 1 month | -0.004 | 0 | 80 |
| 3 months | -0.033 | 0 | 91 |
| 1 year | 0.022 | 0 | 88 |
| 3 years | 0.019 | 0 | 61 |
| 5 years | 0.022 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.066 | — |
| 2022 | -0.068 | — |
| 2021 | 0.046 | — |
| 2020 | -0.023 | — |
| 2019 | 0.088 | — |
| 2018 | -0.066 | — |
| 2017 | 0.003 | — |
| 2016 | 0.020 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.029 | 0.007 | 0.006 | 0.016 |
| 2023 | 0.016 | 0.009 | -0.007 | 0.047 |
| 2022 | -0.024 | -0.022 | -0.016 | -0.008 |
| 2021 | 0.003 | 0.018 | 0.005 | 0.019 |
| 2020 | -0.082 | 0.043 | -0.004 | 0.024 |
| 2019 | 0.058 | 0.011 | 0.015 | 0.003 |
| 2018 | -0.017 | 0.010 | -0.001 | -0.057 |
| 2017 | 0.013 | -0.007 | 0.001 | -0.004 |
| 2016 | -0.029 | 0.011 | 0.015 | 0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.019 |
| 5 years | 0.022 |