Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 59 |
| 1 month | 0.012 | 0 | 61 |
| 3 months | -0.007 | 0 | 74 |
| 1 year | 0.041 | 0 | 25 |
| 3 years | -0.064 | 0 | 87 |
| 5 years | 0.024 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.017 | — |
| 2023 | 0.058 | — |
| 2022 | -0.407 | — |
| 2021 | 0.264 | — |
| 2020 | 0.232 | — |
| 2019 | 0.293 | — |
| 2018 | -0.264 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | -0.014 | 0.028 | -0.006 | -0.024 |
| 2023 | 0.055 | -0.004 | -0.117 | 0.140 |
| 2022 | -0.164 | -0.232 | -0.140 | 0.074 |
| 2021 | 0.048 | 0.116 | 0.040 | 0.039 |
| 2020 | -0.236 | 0.254 | 0.116 | 0.153 |
| 2019 | 0.156 | 0.051 | -0.068 | 0.141 |
| 2018 | -0.018 | 0.037 | -0.053 | -0.236 |
| 2017 | 0.062 | 0.005 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | -0.074 |
| 5 years | 0.018 |