Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 29 |
| 1 month | 0.003 | 0 | 11 |
| 3 months | -0.025 | 0 | 28 |
| 1 year | 0.063 | 0 | 12 |
| 3 years | 0.027 | 0 | 46 |
| 5 years | 0.032 | 0 | 69 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.062 | — |
| 2022 | -0.119 | — |
| 2021 | 0.030 | — |
| 2020 | 0.071 | — |
| 2019 | 0.050 | — |
| 2018 | -0.056 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.031 | 0.008 | 0.033 | 0.011 |
| 2023 | 0.020 | 0.001 | -0.016 | 0.057 |
| 2022 | -0.051 | -0.065 | -0.018 | 0.011 |
| 2021 | 0.003 | 0.023 | 0.004 | -0.001 |
| 2020 | -0.099 | 0.112 | 0.028 | 0.040 |
| 2019 | 0.036 | 0.005 | -0.012 | 0.022 |
| 2018 | 0.009 | 0.014 | -0.010 | -0.068 |
| 2017 | 0.009 | 0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.024 |
| 5 years | 0.030 |