Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 7 |
| 1 month | 0.004 | 0 | 82 |
| 3 months | -0.015 | 0 | 13 |
| 1 year | 0.009 | 0 | 72 |
| 3 years | 0.022 | 0 | 97 |
| 5 years | 0.041 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.023 | — |
| 2023 | 0.012 | — |
| 2022 | -0.069 | — |
| 2021 | 0.008 | — |
| 2020 | 0.116 | — |
| 2019 | 0.159 | — |
| 2018 | -0.064 | — |
| 2017 | 0.203 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.076 | -0.027 | 0.017 | -0.040 |
| 2023 | 0.001 | -0.004 | -0.026 | 0.043 |
| 2022 | -0.050 | -0.073 | 0.026 | 0.031 |
| 2021 | 0.019 | -0.009 | 0.038 | -0.039 |
| 2020 | -0.160 | 0.180 | 0.064 | 0.058 |
| 2019 | 0.069 | 0.055 | 0.050 | -0.022 |
| 2018 | -0.018 | 0.068 | 0.039 | -0.141 |
| 2017 | 0.051 | 0.022 | 0.020 | 0.098 |
| 2016 | 0.056 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.022 |
| 5 years | 0.041 |