Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 78 |
| 1 month | 0.016 | 0 | 7 |
| 3 months | 0.006 | 0 | 77 |
| 1 year | 0.044 | 0 | 71 |
| 3 years | -0.004 | 0 | 81 |
| 5 years | -0.025 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.016 | — |
| 2023 | 0.063 | — |
| 2022 | -0.181 | — |
| 2021 | -0.037 | — |
| 2020 | 0.035 | — |
| 2019 | 0.041 | — |
| 2018 | -0.015 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | -0.005 | -0.009 | 0.036 | -0.005 |
| 2023 | 0.021 | -0.005 | -0.021 | 0.069 |
| 2022 | -0.063 | -0.078 | -0.052 | 0.000 |
| 2021 | -0.027 | -0.001 | -0.002 | -0.008 |
| 2020 | -0.011 | 0.029 | 0.010 | 0.008 |
| 2019 | 0.023 | 0.020 | 0.018 | -0.019 |
| 2018 | -0.007 | -0.003 | -0.007 | 0.002 |
| 2017 | -0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | -0.014 |
| 5 years | -0.031 |