Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 89 |
| 1 month | -0.045 | 0 | 87 |
| 3 months | -0.032 | 0 | 89 |
| 1 year | 0.043 | 0 | 43 |
| 3 years | 0.039 | 0 | 27 |
| 5 years | 0.045 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.081 | — |
| 2022 | -0.136 | — |
| 2021 | 0.032 | — |
| 2020 | 0.066 | — |
| 2019 | 0.098 | — |
| 2018 | -0.040 | — |
| 2017 | 0.065 | — |
| 2016 | 0.049 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.064 | 0.013 | 0.031 | 0.033 |
| 2023 | 0.022 | 0.028 | -0.016 | 0.046 |
| 2022 | -0.074 | -0.053 | -0.016 | 0.002 |
| 2021 | 0.007 | 0.024 | -0.003 | 0.004 |
| 2020 | -0.084 | 0.081 | 0.026 | 0.049 |
| 2019 | 0.064 | 0.016 | 0.004 | 0.012 |
| 2018 | -0.023 | 0.024 | 0.002 | -0.043 |
| 2017 | 0.038 | 0 | 0.009 | 0.017 |
| 2016 | -0.008 | 0.010 | 0.034 | 0.013 |
| 2015 | 0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.025 |
| 5 years | 0.036 |