Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 86 |
| 1 month | -0.019 | 0 | 95 |
| 3 months | -0.034 | 0 | 93 |
| 1 year | 0.029 | 0 | 58 |
| 3 years | 0.006 | 0 | 53 |
| 5 years | 0.021 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.044 | — |
| 2022 | -0.131 | — |
| 2021 | 0.065 | — |
| 2020 | 0.039 | — |
| 2019 | 0.113 | — |
| 2018 | -0.048 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.048 | 0.003 | 0.020 | 0.006 |
| 2023 | 0.020 | 0.010 | -0.016 | 0.030 |
| 2022 | -0.041 | -0.076 | -0.035 | 0.017 |
| 2021 | 0.027 | 0.028 | -0.006 | 0.016 |
| 2020 | -0.073 | 0.057 | 0.023 | 0.037 |
| 2019 | 0.060 | 0.018 | 0.010 | 0.022 |
| 2018 | -0.026 | 0.026 | 0.003 | -0.050 |
| 2017 | 0.003 | 0.016 | 0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | -0.004 |
| 5 years | 0.015 |