Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 69 |
| 1 month | -0.003 | 0 | 40 |
| 3 months | -0.004 | 0 | 64 |
| 1 year | 0.082 | 0 | 9 |
| 3 years | 0.056 | 0 | 8 |
| 5 years | 0.026 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.114 | — |
| 2022 | -0.198 | — |
| 2021 | -0.042 | — |
| 2020 | 0.043 | — |
| 2019 | 0.097 | — |
| 2018 | -0.079 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.033 | 0.002 | 0.065 | -0.006 |
| 2023 | 0.008 | 0.024 | -0.017 | 0.097 |
| 2022 | -0.115 | -0.139 | -0.039 | 0.094 |
| 2021 | -0.047 | 0.038 | -0.014 | -0.018 |
| 2020 | -0.143 | 0.110 | 0.022 | 0.074 |
| 2019 | 0.055 | 0.033 | -0.010 | 0.017 |
| 2018 | -0.021 | -0.049 | 0.011 | -0.022 |
| 2017 | 0.021 | 0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.056 |
| 5 years | 0.026 |