Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 38 |
| 1 month | -0.026 | 0 | 87 |
| 3 months | -0.042 | 0 | 42 |
| 1 year | 0.030 | 0 | 52 |
| 3 years | 0.026 | 0 | 41 |
| 5 years | 0.047 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.092 | — |
| 2022 | -0.132 | — |
| 2021 | 0.111 | — |
| 2020 | 0.024 | — |
| 2019 | 0.139 | — |
| 2018 | -0.075 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.040 | 0.006 | 0.024 | 0.014 |
| 2023 | 0.035 | 0.022 | -0.012 | 0.045 |
| 2022 | -0.041 | -0.076 | -0.019 | -0.001 |
| 2021 | 0.035 | 0.040 | -0.004 | 0.036 |
| 2020 | -0.147 | 0.103 | 0.033 | 0.053 |
| 2019 | 0.065 | 0.015 | 0.015 | 0.038 |
| 2018 | -0.027 | 0.022 | 0.004 | -0.074 |
| 2017 | 0.001 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.013 |
| 5 years | 0.038 |