Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 67 |
| 1 month | -0.014 | 0 | 86 |
| 3 months | -0.029 | 0 | 85 |
| 1 year | 0.026 | 0 | 63 |
| 3 years | 0.004 | 0 | 63 |
| 5 years | 0.005 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.025 | — |
| 2022 | -0.122 | — |
| 2021 | 0.035 | — |
| 2020 | 0.013 | — |
| 2019 | 0.077 | — |
| 2018 | -0.040 | — |
| 2017 | 0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.043 | 0.006 | 0.012 | 0.008 |
| 2023 | 0.015 | 0.004 | -0.011 | 0.017 |
| 2022 | -0.046 | -0.067 | -0.027 | 0.014 |
| 2021 | 0.019 | 0.021 | -0.015 | 0.010 |
| 2020 | -0.054 | 0.043 | 0.007 | 0.020 |
| 2019 | 0.050 | 0.013 | 0.011 | 0.002 |
| 2018 | -0.011 | 0.000 | 0.004 | -0.033 |
| 2017 | 0.020 | 0.001 | 0.017 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | -0.009 |
| 5 years | -0.003 |