Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 48 |
| 1 month | 0.023 | 0 | 53 |
| 3 months | 0.032 | 0 | 53 |
| 1 year | 0.007 | 0 | 32 |
| 3 years | -0.023 | 0 | 43 |
| 5 years | 0.041 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.035 | — |
| 2022 | -0.158 | — |
| 2021 | 0.272 | — |
| 2020 | -0.117 | — |
| 2019 | 0.172 | — |
| 2018 | 0.000 | — |
| 2017 | 0.011 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | -0.016 | — | — |
| 2024 | -0.003 | -0.025 | 0.093 | -0.033 |
| 2023 | -0.018 | -0.026 | -0.020 | 0.104 |
| 2022 | -0.012 | -0.106 | -0.039 | -0.008 |
| 2021 | 0.050 | 0.090 | 0.015 | 0.095 |
| 2020 | -0.238 | 0.109 | -0.024 | 0.071 |
| 2019 | 0.120 | 0.024 | 0.080 | -0.054 |
| 2018 | -0.079 | 0.118 | 0.007 | -0.036 |
| 2017 | 0.008 | -0.011 | -0.016 | 0.031 |
| 2016 | 0.041 | -0.008 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | -0.034 |
| 5 years | 0.033 |