Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | — |
| 1 month | -0.012 | 0 | — |
| 3 months | -0.074 | 0 | — |
| 1 year | -0.017 | 0 | — |
| 3 years | 0.059 | 0 | — |
| 5 years | 0.128 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.193 | — |
| 2022 | -0.163 | — |
| 2021 | 0.379 | — |
| 2020 | 0.098 | — |
| 2019 | 0.392 | — |
| 2018 | -0.070 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.082 | -0.040 | 0.070 | -0.039 |
| 2023 | 0.078 | 0.031 | -0.035 | 0.113 |
| 2022 | -0.117 | -0.107 | 0.007 | 0.053 |
| 2021 | 0.097 | 0.078 | 0.043 | 0.119 |
| 2020 | -0.225 | 0.166 | 0.083 | 0.122 |
| 2019 | 0.154 | 0.057 | 0.043 | 0.094 |
| 2018 | -0.041 | 0.041 | 0.049 | -0.113 |
| 2017 | 0.033 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | 0.048 |
| 5 years | 0.122 |