Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | — |
| 1 month | -0.020 | 0 | — |
| 3 months | -0.108 | 0 | — |
| 1 year | 0.023 | 0 | — |
| 3 years | 0.043 | 0 | — |
| 5 years | 0.071 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.099 | — |
| 2022 | -0.130 | — |
| 2021 | 0.230 | — |
| 2020 | -0.053 | — |
| 2019 | 0.173 | — |
| 2018 | -0.057 | — |
| 2017 | 0.068 | — |
| 2016 | 0.059 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.101 | 0.044 | -0.014 | 0.064 |
| 2023 | 0.002 | 0.054 | -0.006 | 0.046 |
| 2022 | -0.048 | -0.046 | -0.036 | -0.006 |
| 2021 | 0.072 | 0.054 | 0.021 | 0.067 |
| 2020 | -0.132 | 0.017 | 0.014 | 0.058 |
| 2019 | 0.063 | 0.020 | 0.019 | 0.061 |
| 2018 | -0.057 | 0.041 | 0.044 | -0.080 |
| 2017 | 0.047 | -0.019 | -0.003 | 0.042 |
| 2016 | -0.026 | -0.016 | 0.032 | 0.071 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.043 |
| 5 years | 0.071 |