Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 77 |
| 1 month | -0.021 | 0 | 37 |
| 3 months | -0.063 | 0 | 68 |
| 1 year | 0.019 | 0 | 64 |
| 3 years | 0.015 | 0 | 53 |
| 5 years | 0.053 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.069 | — |
| 2022 | -0.162 | — |
| 2021 | 0.146 | — |
| 2020 | 0.061 | — |
| 2019 | 0.172 | — |
| 2018 | -0.101 | — |
| 2017 | 0.137 | — |
| 2016 | 0.047 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.072 | 0.016 | 0.008 | 0.009 |
| 2023 | 0.031 | 0.025 | -0.024 | 0.036 |
| 2022 | -0.056 | -0.108 | -0.043 | 0.040 |
| 2021 | 0.060 | 0.049 | -0.005 | 0.036 |
| 2020 | -0.165 | 0.117 | 0.041 | 0.093 |
| 2019 | 0.099 | 0.014 | 0.007 | 0.044 |
| 2018 | -0.029 | 0.015 | 0.020 | -0.105 |
| 2017 | 0.044 | 0.014 | 0.033 | 0.039 |
| 2016 | -0.024 | 0.006 | 0.035 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.007 |
| 5 years | 0.048 |