Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.072 | 0 | 96 |
| 1 month | -0.017 | 0 | 66 |
| 3 months | -0.091 | 0 | 97 |
| 1 year | 0.010 | 0 | 83 |
| 3 years | 0.021 | 0 | 57 |
| 5 years | 0.038 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.105 | — |
| 2022 | -0.149 | — |
| 2021 | 0.131 | — |
| 2020 | -0.004 | — |
| 2019 | 0.142 | — |
| 2018 | -0.075 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.059 | 0.000 | 0.016 | 0.035 |
| 2023 | 0.028 | 0.024 | -0.007 | 0.057 |
| 2022 | -0.060 | -0.079 | -0.020 | 0.003 |
| 2021 | 0.043 | 0.034 | 0.006 | 0.042 |
| 2020 | -0.143 | 0.087 | 0.018 | 0.051 |
| 2019 | 0.077 | 0.014 | 0.019 | 0.026 |
| 2018 | -0.023 | 0.018 | 0.012 | -0.081 |
| 2017 | 0.012 | 0.011 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.016 |
| 5 years | 0.035 |