Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 43 |
| 1 month | -0.031 | 0 | 68 |
| 3 months | -0.053 | 0 | 43 |
| 1 year | 0.008 | 0 | 77 |
| 3 years | 0.008 | 0 | 72 |
| 5 years | 0.051 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.069 | — |
| 2022 | -0.169 | — |
| 2021 | 0.180 | — |
| 2020 | 0.041 | — |
| 2019 | 0.230 | — |
| 2018 | -0.084 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.080 | 0.016 | 0.008 | -0.018 |
| 2023 | 0.057 | 0.014 | -0.025 | 0.022 |
| 2022 | -0.057 | -0.109 | -0.055 | 0.048 |
| 2021 | 0.061 | 0.062 | -0.005 | 0.053 |
| 2020 | -0.136 | 0.102 | 0.030 | 0.061 |
| 2019 | 0.106 | 0.038 | 0.024 | 0.046 |
| 2018 | -0.035 | 0.018 | 0.025 | -0.091 |
| 2017 | 0.038 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.071 |
| 3 years | -0.019 |
| 5 years | 0.035 |