Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 78 |
| 1 month | 0.014 | 0 | 33 |
| 3 months | 0.006 | 0 | 60 |
| 1 year | 0.052 | 0 | 32 |
| 3 years | 0.031 | 0 | 9 |
| 5 years | -0.009 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.076 | — |
| 2022 | -0.116 | — |
| 2021 | -0.043 | — |
| 2020 | 0.020 | — |
| 2019 | 0.043 | — |
| 2018 | 0.006 | — |
| 2017 | -0.005 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.005 | 0.012 | 0.024 | 0.014 |
| 2023 | 0.014 | 0.022 | 0.000 | 0.038 |
| 2022 | -0.071 | -0.028 | -0.018 | -0.004 |
| 2021 | -0.037 | -0.006 | -0.003 | 0.003 |
| 2020 | -0.006 | 0.018 | 0.004 | 0.003 |
| 2019 | 0.020 | 0.021 | 0.037 | -0.034 |
| 2018 | -0.016 | 0.008 | -0.015 | 0.030 |
| 2017 | -0.003 | -0.009 | -0.004 | 0.011 |
| 2016 | -0.004 | -0.042 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.005 |
| 5 years | -0.024 |