Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 44 |
| 1 month | -0.006 | 0 | 62 |
| 3 months | -0.057 | 0 | 35 |
| 1 year | 0.033 | 0 | 20 |
| 3 years | 0.055 | 0 | 75 |
| 5 years | 0.045 | 0 | 72 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.097 | — |
| 2022 | -0.138 | — |
| 2021 | -0.011 | — |
| 2020 | 0.140 | — |
| 2019 | 0.190 | — |
| 2018 | -0.097 | — |
| 2017 | 0.302 | — |
| 2016 | 0.077 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | 0.069 | 0.015 | 0.107 | -0.012 |
| 2023 | 0.111 | 0.018 | -0.048 | 0.019 |
| 2022 | -0.093 | 0.010 | -0.047 | -0.012 |
| 2021 | 0.015 | 0.056 | -0.076 | -0.003 |
| 2020 | -0.090 | 0.082 | 0.059 | 0.094 |
| 2019 | 0.086 | -0.006 | 0.018 | 0.082 |
| 2018 | -0.028 | -0.045 | -0.012 | -0.015 |
| 2017 | 0.111 | 0.036 | 0.025 | 0.103 |
| 2016 | -0.011 | 0.017 | 0.038 | 0.032 |
| 2015 | 0.038 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.053 |
| 5 years | 0.043 |