Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 38 |
| 1 month | 0.000 | 0 | 34 |
| 3 months | 0.050 | 0 | 42 |
| 1 year | 0.036 | 0 | 45 |
| 3 years | -0.066 | 0 | 93 |
| 5 years | 0.119 | 0 | 64 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.017 | — |
| 2023 | -0.089 | — |
| 2022 | 0.150 | — |
| 2021 | 0.204 | — |
| 2020 | 0.223 | — |
| 2019 | 0.089 | — |
| 2018 | -0.030 | — |
| 2017 | -0.053 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.085 | — | — | — |
| 2024 | -0.014 | 0.045 | -0.014 | -0.032 |
| 2023 | -0.054 | -0.034 | 0.034 | -0.036 |
| 2022 | 0.315 | -0.012 | -0.108 | -0.008 |
| 2021 | 0.014 | 0.128 | 0.052 | 0.000 |
| 2020 | -0.068 | 0.101 | 0.115 | 0.070 |
| 2019 | 0.011 | 0.089 | -0.011 | 0.001 |
| 2018 | 0.009 | 0.001 | -0.009 | -0.030 |
| 2017 | -0.011 | -0.005 | -0.021 | -0.018 |
| 2016 | -0.028 | -0.005 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | -0.066 |
| 5 years | 0.119 |