Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 90 |
| 1 month | -0.063 | 0 | 92 |
| 3 months | -0.048 | 0 | 90 |
| 1 year | -0.055 | 0 | 99 |
| 3 years | -0.022 | 0 | 96 |
| 5 years | 0.064 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.128 | — |
| 2022 | -0.211 | — |
| 2021 | 0.225 | — |
| 2020 | 0.055 | — |
| 2019 | 0.240 | — |
| 2018 | -0.078 | — |
| 2017 | 0.103 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.030 | 0.013 | -0.003 | -0.017 |
| 2023 | 0.071 | 0.033 | -0.058 | 0.082 |
| 2022 | -0.073 | -0.125 | -0.040 | 0.014 |
| 2021 | 0.034 | 0.067 | 0.003 | 0.107 |
| 2020 | -0.178 | 0.147 | 0.065 | 0.050 |
| 2019 | 0.131 | 0.027 | 0.003 | 0.065 |
| 2018 | -0.033 | 0.056 | 0.054 | -0.143 |
| 2017 | 0.063 | 0.008 | 0.014 | 0.016 |
| 2016 | 0.026 | -0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | -0.022 |
| 5 years | 0.064 |