Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 91 |
| 1 month | -0.024 | 0 | 87 |
| 3 months | -0.072 | 0 | 90 |
| 1 year | 0.032 | 0 | 50 |
| 3 years | 0.024 | 0 | 59 |
| 5 years | 0.038 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.060 | — |
| 2022 | -0.129 | — |
| 2021 | 0.100 | — |
| 2020 | 0.019 | — |
| 2019 | 0.114 | — |
| 2018 | -0.072 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.067 | 0.021 | 0.014 | 0.030 |
| 2023 | -0.002 | 0.018 | -0.016 | 0.060 |
| 2022 | -0.056 | -0.060 | -0.030 | 0.012 |
| 2021 | 0.025 | 0.027 | 0.001 | 0.044 |
| 2020 | -0.108 | 0.062 | 0.027 | 0.047 |
| 2019 | 0.062 | 0.019 | 0.012 | 0.018 |
| 2018 | -0.016 | 0.003 | 0.009 | -0.068 |
| 2017 | 0.014 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.007 |
| 5 years | 0.027 |