Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 23 |
| 1 month | 0.000 | 0 | 24 |
| 3 months | 0.005 | 0 | 27 |
| 1 year | 0.070 | 0 | 23 |
| 3 years | 0.021 | 0 | 70 |
| 5 years | 0.003 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.068 | — |
| 2022 | -0.198 | — |
| 2021 | -0.035 | — |
| 2020 | 0.035 | — |
| 2019 | 0.113 | — |
| 2018 | -0.071 | — |
| 2017 | 0.069 | — |
| 2016 | 0.079 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.010 | -0.001 | 0.058 | -0.027 |
| 2023 | 0.010 | 0.010 | -0.035 | 0.084 |
| 2022 | -0.102 | -0.112 | -0.057 | 0.067 |
| 2021 | -0.052 | 0.038 | -0.013 | -0.006 |
| 2020 | -0.126 | 0.109 | 0.020 | 0.046 |
| 2019 | 0.058 | 0.032 | 0.008 | 0.012 |
| 2018 | -0.025 | -0.041 | 0.013 | -0.020 |
| 2017 | 0.031 | 0.015 | 0.018 | 0.002 |
| 2016 | 0.049 | 0.046 | 0.032 | -0.046 |
| 2015 | -0.019 | 0.012 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.010 |
| 5 years | -0.003 |