Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 41 |
| 1 month | 0.027 | 0 | 35 |
| 3 months | -0.058 | 0 | 61 |
| 1 year | 0.006 | 0 | 16 |
| 3 years | 0.006 | 0 | 16 |
| 5 years | 0.041 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.013 | — |
| 2022 | -0.176 | — |
| 2021 | 0.144 | — |
| 2020 | 0.137 | — |
| 2019 | 0.313 | — |
| 2018 | -0.054 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | — | — | — |
| 2024 | 0.007 | 0.058 | -0.002 | 0.003 |
| 2023 | -0.026 | 0.012 | -0.023 | 0.052 |
| 2022 | -0.147 | -0.117 | -0.040 | 0.139 |
| 2021 | 0.039 | 0.084 | 0.001 | 0.014 |
| 2020 | -0.196 | 0.158 | 0.101 | 0.108 |
| 2019 | 0.079 | 0.084 | -0.024 | 0.151 |
| 2018 | -0.026 | 0.070 | 0.045 | -0.132 |
| 2017 | 0.027 | 0.078 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.006 |
| 5 years | 0.041 |