Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 45 |
| 1 month | 0.029 | 0 | 16 |
| 3 months | 0.007 | 0 | 32 |
| 1 year | 0.059 | 0 | 25 |
| 3 years | -0.062 | 0 | 89 |
| 5 years | 0.049 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.014 | — |
| 2023 | -0.017 | — |
| 2022 | -0.352 | — |
| 2021 | 0.444 | — |
| 2020 | 0.203 | — |
| 2019 | 0.253 | — |
| 2018 | -0.235 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | -0.028 | 0.028 | 0.013 | 0.001 |
| 2023 | 0.046 | -0.054 | -0.108 | 0.113 |
| 2022 | -0.141 | -0.185 | -0.106 | 0.035 |
| 2021 | 0.138 | 0.136 | 0.057 | 0.057 |
| 2020 | -0.202 | 0.221 | 0.054 | 0.172 |
| 2019 | 0.157 | 0.029 | -0.051 | 0.109 |
| 2018 | -0.027 | 0.007 | -0.013 | -0.208 |
| 2017 | 0.140 | 0.061 | 0.005 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | -0.065 |
| 5 years | 0.048 |