Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 39 |
| 1 month | -0.023 | 0 | 44 |
| 3 months | -0.050 | 0 | 37 |
| 1 year | 0.046 | 0 | 18 |
| 3 years | 0.022 | 0 | 27 |
| 5 years | 0.067 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.074 | — |
| 2022 | -0.156 | — |
| 2021 | 0.161 | — |
| 2020 | 0.073 | — |
| 2019 | 0.210 | — |
| 2018 | -0.089 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.072 | 0.015 | 0.027 | 0.000 |
| 2023 | 0.045 | 0.018 | -0.024 | 0.034 |
| 2022 | -0.038 | -0.113 | -0.049 | 0.040 |
| 2021 | 0.058 | 0.062 | -0.008 | 0.041 |
| 2020 | -0.159 | 0.127 | 0.042 | 0.087 |
| 2019 | 0.108 | 0.029 | 0.012 | 0.049 |
| 2018 | -0.027 | 0.016 | 0.017 | -0.093 |
| 2017 | 0.036 | 0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.010 |
| 5 years | 0.060 |