Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 80 |
| 1 month | -0.007 | 0 | 50 |
| 3 months | -0.049 | 0 | 87 |
| 1 year | 0.005 | 0 | 81 |
| 3 years | 0.033 | 0 | 86 |
| 5 years | 0.064 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.115 | — |
| 2022 | -0.161 | — |
| 2021 | 0.212 | — |
| 2020 | -0.041 | — |
| 2019 | 0.268 | — |
| 2018 | -0.101 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | — | — | — |
| 2024 | 0.078 | -0.016 | -0.001 | -0.015 |
| 2023 | 0.080 | 0.014 | -0.045 | 0.065 |
| 2022 | -0.086 | -0.105 | -0.049 | 0.079 |
| 2021 | 0.058 | 0.076 | 0.008 | 0.056 |
| 2020 | -0.220 | 0.137 | 0.015 | 0.066 |
| 2019 | 0.117 | 0.041 | 0.017 | 0.073 |
| 2018 | -0.032 | 0.053 | 0.017 | -0.133 |
| 2017 | 0.008 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.023 |
| 5 years | 0.058 |