Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 48 |
| 1 month | -0.041 | 0 | 44 |
| 3 months | -0.028 | 0 | 57 |
| 1 year | 0.042 | 0 | 41 |
| 3 years | -0.017 | 0 | 60 |
| 5 years | -0.056 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.165 | — |
| 2023 | -0.016 | — |
| 2022 | -0.245 | — |
| 2021 | -0.180 | — |
| 2020 | 0.003 | — |
| 2019 | 0.050 | — |
| 2018 | -0.055 | — |
| 2017 | -0.003 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.080 | 0.031 | -0.024 | 0.072 |
| 2023 | -0.004 | -0.015 | -0.030 | 0.034 |
| 2022 | -0.118 | -0.115 | -0.079 | 0.050 |
| 2021 | 0.000 | 0.006 | -0.065 | -0.128 |
| 2020 | -0.107 | 0.105 | 0.004 | 0.013 |
| 2019 | 0.074 | 0.005 | -0.004 | -0.023 |
| 2018 | -0.024 | -0.019 | 0.008 | -0.021 |
| 2017 | 0.015 | -0.021 | 0.013 | -0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | -0.034 |
| 5 years | -0.066 |