Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 44 |
| 1 month | -0.022 | 0 | 58 |
| 3 months | -0.070 | 0 | 38 |
| 1 year | 0.011 | 0 | 61 |
| 3 years | 0.031 | 0 | 71 |
| 5 years | 0.061 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.078 | — |
| 2022 | -0.090 | — |
| 2021 | 0.100 | — |
| 2020 | 0.048 | — |
| 2019 | 0.135 | — |
| 2018 | -0.088 | — |
| 2017 | 0.135 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.040 | 0.005 | 0.014 | 0.023 |
| 2023 | 0.026 | -0.002 | -0.001 | 0.054 |
| 2022 | -0.042 | -0.060 | -0.015 | 0.027 |
| 2021 | 0.036 | 0.052 | 0.009 | 0.000 |
| 2020 | -0.180 | 0.136 | 0.021 | 0.102 |
| 2019 | 0.052 | 0.030 | 0.020 | 0.027 |
| 2018 | -0.035 | 0.036 | 0.005 | -0.092 |
| 2017 | 0.058 | 0.025 | 0.014 | 0.032 |
| 2016 | 0.106 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.031 |
| 5 years | 0.061 |