Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 92 |
| 1 month | -0.002 | 0 | 44 |
| 3 months | -0.038 | 0 | 87 |
| 1 year | 0.027 | 0 | 79 |
| 3 years | 0.001 | 0 | 92 |
| 5 years | 0.001 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.081 | — |
| 2022 | -0.179 | — |
| 2021 | 0.034 | — |
| 2020 | 0.040 | — |
| 2019 | 0.085 | — |
| 2018 | -0.041 | — |
| 2017 | 0.001 | — |
| 2016 | 0.034 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.021 | -0.003 | 0.031 | 0.010 |
| 2023 | 0.018 | 0.015 | -0.023 | 0.071 |
| 2022 | -0.059 | -0.088 | -0.037 | -0.006 |
| 2021 | 0.016 | 0.007 | -0.001 | 0.012 |
| 2020 | -0.064 | 0.064 | 0.020 | 0.024 |
| 2019 | 0.043 | 0.023 | 0.023 | -0.006 |
| 2018 | -0.013 | 0.008 | 0.001 | -0.036 |
| 2017 | -0.002 | -0.009 | 0.003 | 0.009 |
| 2016 | -0.002 | 0.012 | 0.016 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | -0.016 |
| 5 years | -0.009 |