Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 70 |
| 1 month | 0.005 | 0 | 82 |
| 3 months | 0.027 | 0 | 80 |
| 1 year | 0.066 | 0 | 50 |
| 3 years | 0.061 | 0 | 40 |
| 5 years | 0.008 | 0 | 28 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.072 | — |
| 2022 | -0.113 | — |
| 2021 | -0.061 | — |
| 2020 | 0.039 | — |
| 2019 | 0.071 | — |
| 2018 | -0.089 | — |
| 2017 | 0.061 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.023 | — | — |
| 2024 | 0.013 | -0.006 | 0.050 | -0.010 |
| 2023 | -0.004 | 0.023 | -0.012 | 0.066 |
| 2022 | -0.040 | -0.089 | -0.027 | 0.043 |
| 2021 | -0.042 | 0.028 | -0.017 | -0.030 |
| 2020 | -0.131 | 0.093 | 0.015 | 0.078 |
| 2019 | 0.028 | 0.020 | 0.006 | 0.016 |
| 2018 | 0.009 | -0.062 | -0.008 | -0.031 |
| 2017 | 0.021 | 0.011 | 0.019 | 0.008 |
| 2016 | -0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.054 |
| 5 years | 0.004 |