Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 82 |
| 1 month | -0.029 | 0 | 79 |
| 3 months | -0.081 | 0 | 82 |
| 1 year | 0.035 | 0 | 38 |
| 3 years | 0.032 | 0 | 37 |
| 5 years | 0.034 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.081 | — |
| 2022 | -0.137 | — |
| 2021 | 0.043 | — |
| 2020 | 0.072 | — |
| 2019 | 0.088 | — |
| 2018 | -0.045 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.065 | 0.014 | 0.031 | 0.034 |
| 2023 | 0.020 | 0.028 | -0.016 | 0.047 |
| 2022 | -0.072 | -0.053 | -0.017 | -0.002 |
| 2021 | 0.009 | 0.027 | 0.000 | 0.006 |
| 2020 | -0.085 | 0.083 | 0.029 | 0.051 |
| 2019 | 0.061 | 0.013 | 0.002 | 0.010 |
| 2018 | -0.024 | 0.024 | 0.001 | -0.046 |
| 2017 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.022 |
| 5 years | 0.028 |