Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 52 |
| 1 month | -0.007 | 0 | 58 |
| 3 months | -0.030 | 0 | 49 |
| 1 year | 0.042 | 0 | 46 |
| 3 years | 0.019 | 0 | 74 |
| 5 years | 0.033 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.075 | — |
| 2022 | -0.113 | — |
| 2021 | 0.056 | — |
| 2020 | 0.019 | — |
| 2019 | 0.103 | — |
| 2018 | -0.042 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.022 | 0.013 | 0.026 | 0.005 |
| 2023 | 0.018 | -0.006 | 0.006 | 0.056 |
| 2022 | -0.032 | -0.056 | -0.056 | 0.028 |
| 2021 | 0.002 | 0.029 | 0.005 | 0.020 |
| 2020 | -0.126 | 0.097 | 0 | 0.062 |
| 2019 | 0.048 | 0.025 | 0.025 | 0.003 |
| 2018 | -0.030 | 0.032 | 0.006 | -0.048 |
| 2017 | 0.007 | 0.006 | 0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | -0.005 |
| 5 years | 0.018 |