Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 78 |
| 1 month | -0.023 | 0 | 99 |
| 3 months | -0.025 | 0 | 55 |
| 1 year | 0.088 | 0 | 85 |
| 3 years | 0.046 | 0 | 86 |
| 5 years | 0.058 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.057 | — |
| 2022 | -0.057 | — |
| 2021 | 0.122 | — |
| 2020 | 0.025 | — |
| 2019 | 0.114 | — |
| 2018 | -0.027 | — |
| 2017 | 0.029 | — |
| 2016 | 0.090 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.032 | 0.004 | 0.057 | 0.016 |
| 2023 | 0.030 | -0.004 | -0.030 | 0.063 |
| 2022 | -0.006 | -0.072 | -0.005 | 0.028 |
| 2021 | 0.020 | 0.043 | 0.004 | 0.050 |
| 2020 | -0.100 | 0.075 | 0.032 | 0.026 |
| 2019 | 0.063 | 0.013 | 0.023 | 0.011 |
| 2018 | -0.029 | 0.026 | 0.010 | -0.033 |
| 2017 | 0.018 | -0.001 | -0.012 | 0.024 |
| 2016 | 0.013 | 0.030 | 0.030 | 0.014 |
| 2015 | -0.016 | 0.026 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.088 |
| 3 years | 0.046 |
| 5 years | 0.058 |