Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 58 |
| 1 month | 0.019 | 0 | 47 |
| 3 months | 0.008 | 0 | 59 |
| 1 year | 0.046 | 0 | 42 |
| 3 years | -0.005 | 0 | 55 |
| 5 years | -0.021 | 0 | 64 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.012 | — |
| 2023 | 0.077 | — |
| 2022 | -0.183 | — |
| 2021 | -0.035 | — |
| 2020 | 0.046 | — |
| 2019 | 0.061 | — |
| 2018 | 0.006 | — |
| 2017 | 0.003 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | -0.013 | -0.013 | 0.039 | -0.001 |
| 2023 | 0.024 | 0.000 | -0.024 | 0.077 |
| 2022 | -0.053 | -0.072 | -0.050 | -0.021 |
| 2021 | -0.023 | -0.006 | 0.000 | -0.006 |
| 2020 | 0.001 | 0.017 | 0.016 | 0.011 |
| 2019 | 0.023 | 0.032 | 0.035 | -0.028 |
| 2018 | 0.009 | -0.007 | -0.010 | 0.014 |
| 2017 | -0.015 | 0.005 | 0.005 | 0.008 |
| 2016 | 0.020 | 0.007 | -0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | -0.005 |
| 5 years | -0.021 |