Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 81 |
| 1 month | -0.023 | 0 | 81 |
| 3 months | -0.060 | 0 | 73 |
| 1 year | 0.029 | 0 | 55 |
| 3 years | 0.028 | 0 | 41 |
| 5 years | 0.042 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.091 | — |
| 2022 | -0.120 | — |
| 2021 | 0.099 | — |
| 2020 | 0.008 | — |
| 2019 | 0.121 | — |
| 2018 | -0.058 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.046 | 0.017 | 0.024 | 0.024 |
| 2023 | 0.025 | 0.019 | -0.005 | 0.050 |
| 2022 | -0.037 | -0.078 | -0.029 | 0.022 |
| 2021 | 0.025 | 0.031 | 0.000 | 0.040 |
| 2020 | -0.120 | 0.071 | 0.021 | 0.048 |
| 2019 | 0.074 | 0.012 | 0.017 | 0.014 |
| 2018 | -0.028 | 0.018 | 0.013 | -0.060 |
| 2017 | 0.011 | 0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.025 |
| 5 years | 0.040 |