Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | 17 |
| 1 month | -0.060 | 0 | 97 |
| 3 months | -0.127 | 0 | 33 |
| 1 year | -0.046 | 0 | 84 |
| 3 years | -0.006 | 0 | 96 |
| 5 years | 0.047 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.021 | — |
| 2022 | -0.153 | — |
| 2021 | 0.232 | — |
| 2020 | 0.104 | — |
| 2019 | 0.243 | — |
| 2018 | -0.005 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.082 | -0.046 | 0.033 | -0.003 |
| 2023 | -0.017 | 0.031 | -0.043 | 0.053 |
| 2022 | -0.109 | -0.083 | -0.027 | 0.065 |
| 2021 | 0.071 | 0.066 | 0.007 | 0.071 |
| 2020 | -0.165 | 0.158 | 0.032 | 0.107 |
| 2019 | 0.141 | 0.019 | 0.026 | 0.042 |
| 2018 | -0.030 | 0.075 | 0.066 | -0.106 |
| 2017 | 0.020 | -0.011 | 0.031 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.094 |
| 3 years | -0.023 |
| 5 years | 0.037 |