Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 43 |
| 1 month | 0.021 | 0 | 51 |
| 3 months | -0.064 | 0 | 48 |
| 1 year | 0.018 | 0 | 53 |
| 3 years | 0.019 | 0 | 48 |
| 5 years | 0.108 | 0 | 60 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.144 | — |
| 2022 | -0.316 | — |
| 2021 | 0.367 | — |
| 2020 | 0.230 | — |
| 2019 | 0.429 | — |
| 2018 | -0.002 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.065 | 0.021 | 0.072 | -0.067 |
| 2023 | 0.080 | -0.035 | -0.072 | 0.182 |
| 2022 | -0.162 | -0.205 | -0.083 | 0.118 |
| 2021 | 0.070 | 0.098 | 0.028 | 0.133 |
| 2020 | -0.239 | 0.242 | 0.200 | 0.085 |
| 2019 | 0.142 | 0.089 | 0.020 | 0.126 |
| 2018 | -0.022 | 0.086 | 0.065 | -0.118 |
| 2017 | -0.018 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.019 |
| 5 years | 0.108 |