Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 73 |
| 1 month | -0.032 | 0 | 93 |
| 3 months | -0.057 | 0 | 69 |
| 1 year | 0.001 | 0 | 90 |
| 3 years | 0.016 | 0 | 69 |
| 5 years | 0.045 | 0 | 37 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.072 | — |
| 2022 | -0.145 | — |
| 2021 | 0.098 | — |
| 2020 | 0.011 | — |
| 2019 | 0.203 | — |
| 2018 | -0.079 | — |
| 2017 | 0.073 | — |
| 2016 | 0.068 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.048 | 0.004 | 0.022 | 0.018 |
| 2023 | 0.015 | 0.015 | -0.010 | 0.051 |
| 2022 | -0.061 | -0.084 | -0.015 | 0.008 |
| 2021 | 0.047 | 0.031 | -0.005 | 0.022 |
| 2020 | -0.211 | 0.152 | 0.031 | 0.080 |
| 2019 | 0.104 | 0.019 | 0.019 | 0.049 |
| 2018 | -0.020 | 0.007 | 0.016 | -0.082 |
| 2017 | 0.042 | 0.002 | 0.012 | 0.015 |
| 2016 | -0.010 | 0.004 | 0.046 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.006 |
| 5 years | 0.038 |