Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 39 |
| 1 month | -0.017 | 0 | 69 |
| 3 months | -0.046 | 0 | 32 |
| 1 year | 0.038 | 0 | 33 |
| 3 years | 0.039 | 0 | 38 |
| 5 years | 0.065 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.078 | — |
| 2022 | -0.073 | — |
| 2021 | 0.110 | — |
| 2020 | 0.049 | — |
| 2019 | 0.141 | — |
| 2018 | -0.058 | — |
| 2017 | 0.094 | — |
| 2016 | 0.136 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.042 | 0.010 | 0.021 | 0.018 |
| 2023 | 0.019 | 0.004 | -0.005 | 0.059 |
| 2022 | -0.026 | -0.058 | -0.003 | 0.013 |
| 2021 | 0.024 | 0.045 | 0.010 | 0.027 |
| 2020 | -0.156 | 0.127 | 0.016 | 0.085 |
| 2019 | 0.053 | 0.036 | 0.024 | 0.021 |
| 2018 | -0.034 | 0.044 | 0.010 | -0.075 |
| 2017 | 0.037 | 0.010 | 0.006 | 0.038 |
| 2016 | 0.003 | 0.021 | 0.087 | 0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.066 |
| 3 years | 0.003 |
| 5 years | 0.043 |