Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 80 |
| 1 month | -0.009 | 0 | 78 |
| 3 months | -0.029 | 0 | 72 |
| 1 year | 0.041 | 0 | 43 |
| 3 years | 0.022 | 0 | 37 |
| 5 years | 0.021 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.071 | — |
| 2022 | -0.112 | — |
| 2021 | 0.040 | — |
| 2020 | 0.003 | — |
| 2019 | 0.070 | — |
| 2018 | -0.039 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.025 | 0.010 | 0.028 | 0.015 |
| 2023 | 0.017 | 0.008 | -0.002 | 0.046 |
| 2022 | -0.040 | -0.064 | -0.032 | 0.020 |
| 2021 | 0.005 | 0.016 | -0.003 | 0.021 |
| 2020 | -0.085 | 0.048 | 0.014 | 0.031 |
| 2019 | 0.052 | 0.009 | 0.008 | 0.000 |
| 2018 | -0.018 | 0.008 | 0.009 | -0.038 |
| 2017 | 0.012 | 0.008 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.020 |
| 5 years | 0.020 |