Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | — |
| 1 month | -0.031 | 0 | — |
| 3 months | -0.042 | 0 | — |
| 1 year | 0.022 | 0 | — |
| 3 years | 0.007 | 0 | — |
| 5 years | 0.009 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.039 | — |
| 2022 | -0.097 | — |
| 2021 | 0.028 | — |
| 2020 | -0.004 | — |
| 2019 | 0.058 | — |
| 2018 | -0.062 | — |
| 2017 | 0.031 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.025 | 0.018 | 0.011 | 0.018 |
| 2023 | 0.004 | 0.006 | -0.009 | 0.038 |
| 2022 | -0.031 | -0.053 | -0.021 | 0.004 |
| 2021 | 0.004 | 0.012 | 0.001 | 0.011 |
| 2020 | -0.065 | 0.040 | 0.003 | 0.021 |
| 2019 | 0.027 | 0.006 | 0.010 | 0.014 |
| 2018 | -0.022 | 0.001 | 0.002 | -0.043 |
| 2017 | 0.010 | 0.004 | 0.001 | 0.016 |
| 2016 | 0.014 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.007 |
| 5 years | 0.009 |