Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 7 |
| 1 month | 0.021 | 0 | 1 |
| 3 months | 0.005 | 0 | 7 |
| 1 year | 0.023 | 0 | 85 |
| 3 years | 0.021 | 0 | 37 |
| 5 years | 0.041 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.083 | — |
| 2023 | 0.203 | — |
| 2022 | -0.038 | — |
| 2021 | 0.057 | — |
| 2020 | 0.034 | — |
| 2019 | 0.122 | — |
| 2018 | -0.072 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | -0.048 | -0.048 | 0.091 | -0.073 |
| 2023 | 0.052 | 0.026 | -0.029 | 0.148 |
| 2022 | -0.004 | -0.021 | -0.032 | 0.020 |
| 2021 | -0.004 | 0.028 | 0.004 | 0.028 |
| 2020 | -0.093 | 0.079 | 0.011 | 0.045 |
| 2019 | 0.057 | 0.010 | 0.023 | 0.027 |
| 2018 | -0.030 | 0.009 | -0.001 | -0.050 |
| 2017 | 0.000 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.007 |
| 5 years | 0.032 |