Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 56 |
| 1 month | -0.009 | 0 | 36 |
| 3 months | -0.051 | 0 | 55 |
| 1 year | 0.041 | 0 | 30 |
| 3 years | 0.029 | 0 | 42 |
| 5 years | 0.057 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.102 | — |
| 2022 | -0.139 | — |
| 2021 | 0.130 | — |
| 2020 | 0.024 | — |
| 2019 | 0.187 | — |
| 2018 | -0.132 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.044 | 0.017 | 0.027 | 0.010 |
| 2023 | 0.032 | 0.022 | -0.015 | 0.060 |
| 2022 | -0.040 | -0.096 | -0.031 | 0.024 |
| 2021 | 0.037 | 0.040 | 0.010 | 0.036 |
| 2020 | -0.153 | 0.090 | 0.034 | 0.073 |
| 2019 | 0.107 | 0.015 | 0.026 | 0.030 |
| 2018 | -0.040 | -0.001 | 0.013 | -0.107 |
| 2017 | 0.000 | 0.023 | 0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.011 |
| 5 years | 0.046 |