Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 84 |
| 1 month | -0.026 | 0 | 75 |
| 3 months | -0.077 | 0 | 79 |
| 1 year | 0.011 | 0 | 71 |
| 3 years | 0.012 | 0 | 73 |
| 5 years | 0.027 | 0 | 76 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.090 | — |
| 2022 | -0.130 | — |
| 2021 | 0.089 | — |
| 2020 | -0.016 | — |
| 2019 | 0.125 | — |
| 2018 | -0.064 | — |
| 2017 | 0.028 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.035 | 0.010 | 0.019 | 0.029 |
| 2023 | 0.030 | 0.019 | -0.017 | 0.056 |
| 2022 | -0.044 | -0.079 | -0.024 | 0.012 |
| 2021 | 0.029 | 0.025 | 0.000 | 0.033 |
| 2020 | -0.107 | 0.050 | 0.008 | 0.041 |
| 2019 | 0.064 | 0.015 | 0.018 | 0.024 |
| 2018 | -0.026 | 0.013 | 0.012 | -0.063 |
| 2017 | 0.024 | -0.017 | 0.013 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.004 |
| 5 years | 0.022 |