Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 50 |
| 1 month | -0.023 | 0 | 47 |
| 3 months | -0.089 | 0 | 60 |
| 1 year | 0.018 | 0 | 52 |
| 3 years | 0.044 | 0 | 24 |
| 5 years | 0.087 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.122 | — |
| 2022 | -0.136 | — |
| 2021 | 0.224 | — |
| 2020 | 0.012 | — |
| 2019 | 0.238 | — |
| 2018 | -0.115 | — |
| 2017 | 0.110 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.076 | 0.013 | 0.023 | 0.016 |
| 2023 | 0.053 | 0.027 | -0.025 | 0.064 |
| 2022 | -0.069 | -0.091 | -0.018 | 0.039 |
| 2021 | 0.088 | 0.058 | 0.005 | 0.059 |
| 2020 | -0.221 | 0.149 | 0.019 | 0.109 |
| 2019 | 0.118 | 0.023 | 0.024 | 0.056 |
| 2018 | -0.027 | 0.032 | 0.013 | -0.130 |
| 2017 | 0.060 | -0.005 | 0.029 | 0.022 |
| 2016 | 0.009 | 0.062 | 0.067 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.044 |
| 5 years | 0.087 |