Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 80 |
| 1 month | 0.002 | 0 | 74 |
| 3 months | 0.016 | 0 | 62 |
| 1 year | 0.052 | 0 | 77 |
| 3 years | 0.036 | 0 | 73 |
| 5 years | -0.001 | 0 | 76 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.041 | — |
| 2023 | 0.076 | — |
| 2022 | -0.142 | — |
| 2021 | -0.018 | — |
| 2020 | 0.023 | — |
| 2019 | 0.058 | — |
| 2018 | -0.028 | — |
| 2017 | 0.021 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.016 | — | — |
| 2024 | 0.004 | -0.001 | 0.031 | 0.007 |
| 2023 | 0.012 | 0.006 | 0.002 | 0.056 |
| 2022 | -0.049 | -0.078 | -0.032 | 0.012 |
| 2021 | -0.007 | 0.001 | -0.001 | -0.011 |
| 2020 | -0.069 | 0.056 | 0.020 | 0.021 |
| 2019 | 0.032 | 0.017 | 0.013 | -0.006 |
| 2018 | -0.006 | -0.011 | -0.002 | -0.008 |
| 2017 | 0.001 | 0.005 | 0.009 | 0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.022 |
| 5 years | -0.009 |