Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 43 |
| 1 month | 0.001 | 0 | 41 |
| 3 months | 0.011 | 0 | 41 |
| 1 year | -0.070 | 0 | 100 |
| 3 years | -0.084 | 0 | 100 |
| 5 years | -0.057 | 0 | 100 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.217 | — |
| 2023 | 0.003 | — |
| 2022 | -0.124 | — |
| 2021 | -0.057 | — |
| 2020 | -0.013 | — |
| 2019 | 0.104 | — |
| 2018 | -0.016 | — |
| 2017 | 0.072 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | — | — | — |
| 2024 | -0.101 | -0.124 | 0.092 | -0.089 |
| 2023 | -0.007 | -0.007 | -0.006 | 0.023 |
| 2022 | -0.087 | -0.046 | -0.019 | 0.026 |
| 2021 | -0.007 | 0.007 | -0.015 | -0.042 |
| 2020 | -0.139 | 0.061 | 0.015 | 0.065 |
| 2019 | 0.059 | 0.023 | 0.003 | 0.016 |
| 2018 | -0.004 | -0.021 | 0.015 | -0.006 |
| 2017 | 0.027 | 0.011 | 0.024 | 0.007 |
| 2016 | 0.031 | -0.016 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.098 |
| 3 years | -0.093 |
| 5 years | -0.063 |