Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | — |
| 1 month | -0.014 | 0 | — |
| 3 months | -0.038 | 0 | — |
| 1 year | 0.044 | 0 | — |
| 3 years | 0.074 | 0 | — |
| 5 years | 0.121 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.154 | — |
| 2022 | -0.078 | — |
| 2021 | 0.346 | — |
| 2020 | -0.184 | — |
| 2019 | 0.182 | — |
| 2018 | -0.013 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.067 | 0.020 | 0.037 | -0.016 |
| 2023 | 0.040 | 0.029 | 0.011 | 0.067 |
| 2022 | -0.039 | -0.062 | -0.042 | 0.068 |
| 2021 | 0.113 | 0.056 | 0.031 | 0.111 |
| 2020 | -0.325 | 0.131 | 0.010 | 0.059 |
| 2019 | 0.073 | -0.010 | 0.001 | 0.111 |
| 2018 | 0.063 | 0.037 | 0.057 | -0.153 |
| 2017 | -0.009 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.074 |
| 5 years | 0.121 |