Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.079 | 0 | 38 |
| 1 month | -0.049 | 0 | 64 |
| 3 months | -0.098 | 0 | 44 |
| 1 year | 0.003 | 0 | 51 |
| 3 years | 0.008 | 0 | 69 |
| 5 years | 0.032 | 0 | 74 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.061 | — |
| 2022 | -0.078 | — |
| 2021 | 0.144 | — |
| 2020 | -0.034 | — |
| 2019 | 0.156 | — |
| 2018 | -0.003 | — |
| 2017 | -0.044 | — |
| 2016 | 0.088 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.048 | 0.016 | 0.006 | 0.057 |
| 2023 | 0.006 | 0.010 | 0.015 | 0.028 |
| 2022 | -0.021 | -0.044 | 0.029 | -0.043 |
| 2021 | 0.064 | 0.020 | 0.021 | 0.034 |
| 2020 | -0.089 | 0.058 | -0.011 | 0.013 |
| 2019 | 0.086 | 0.012 | 0.057 | -0.005 |
| 2018 | -0.043 | 0.054 | 0.024 | -0.035 |
| 2017 | 0.015 | -0.041 | -0.017 | -0.001 |
| 2016 | -0.045 | 0.042 | 0.022 | 0.069 |
| 2015 | -0.035 | 0.039 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.050 |
| 3 years | -0.010 |
| 5 years | 0.021 |