Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 37 |
| 1 month | -0.060 | 0 | 51 |
| 3 months | -0.074 | 0 | 47 |
| 1 year | -0.024 | 0 | 36 |
| 3 years | -0.019 | 0 | 43 |
| 5 years | 0.029 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | -0.007 | — |
| 2022 | -0.183 | — |
| 2021 | 0.004 | — |
| 2020 | 0.080 | — |
| 2019 | 0.164 | — |
| 2018 | -0.135 | — |
| 2017 | 0.315 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.092 | 0.049 | 0.016 | -0.007 |
| 2023 | 0.026 | -0.014 | -0.008 | -0.010 |
| 2022 | -0.057 | -0.076 | -0.091 | 0.031 |
| 2021 | 0.090 | 0.030 | -0.072 | -0.036 |
| 2020 | -0.237 | 0.158 | 0.062 | 0.151 |
| 2019 | 0.111 | -0.017 | -0.020 | 0.087 |
| 2018 | -0.005 | -0.047 | -0.025 | -0.065 |
| 2017 | 0.094 | 0.018 | 0.090 | 0.083 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.119 |
| 3 years | -0.052 |
| 5 years | 0.008 |