Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 22 |
| 1 month | -0.044 | 0 | 12 |
| 3 months | -0.106 | 0 | 16 |
| 1 year | -0.080 | 0 | 22 |
| 3 years | -0.054 | 0 | 69 |
| 5 years | 0.005 | 0 | 60 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | -0.117 | — |
| 2022 | -0.101 | — |
| 2021 | 0.096 | — |
| 2020 | 0.168 | — |
| 2019 | 0.211 | — |
| 2018 | -0.012 | — |
| 2017 | 0.277 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.107 | -0.007 | -0.005 | -0.025 |
| 2023 | -0.065 | -0.007 | -0.007 | -0.043 |
| 2022 | -0.030 | -0.090 | -0.067 | 0.091 |
| 2021 | 0.065 | 0.082 | -0.024 | -0.025 |
| 2020 | -0.096 | 0.183 | 0.020 | 0.072 |
| 2019 | 0.144 | -0.045 | 0.000 | 0.108 |
| 2018 | 0.073 | 0.086 | 0.020 | -0.169 |
| 2017 | 0.081 | 0.080 | 0.052 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.126 |
| 3 years | -0.070 |
| 5 years | -0.005 |