Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | — |
| 1 month | -0.006 | 0 | — |
| 3 months | -0.039 | 0 | — |
| 1 year | 0.030 | 0 | — |
| 3 years | 0.025 | 0 | — |
| 5 years | 0.052 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.093 | — |
| 2022 | -0.157 | — |
| 2021 | 0.144 | — |
| 2020 | 0.025 | — |
| 2019 | 0.181 | — |
| 2018 | -0.082 | — |
| 2017 | -0.019 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.045 | -0.004 | 0.029 | 0.003 |
| 2023 | 0.058 | 0.008 | -0.033 | 0.060 |
| 2022 | -0.060 | -0.098 | -0.035 | 0.032 |
| 2021 | 0.060 | 0.030 | 0.000 | 0.047 |
| 2020 | -0.157 | 0.120 | 0.015 | 0.069 |
| 2019 | 0.084 | 0.031 | 0.025 | 0.032 |
| 2018 | -0.004 | -0.009 | 0.010 | -0.079 |
| 2017 | -0.012 | -0.009 | 0.005 | -0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.025 |
| 5 years | 0.052 |