Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 38 |
| 1 month | -0.031 | 0 | 26 |
| 3 months | -0.062 | 0 | 34 |
| 1 year | 0.049 | 0 | 41 |
| 3 years | 0.033 | 0 | 69 |
| 5 years | 0.065 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.089 | — |
| 2022 | -0.130 | — |
| 2021 | 0.180 | — |
| 2020 | -0.028 | — |
| 2019 | 0.178 | — |
| 2018 | -0.116 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.061 | 0.016 | 0.024 | 0.019 |
| 2023 | 0.029 | 0.024 | -0.014 | 0.048 |
| 2022 | -0.042 | -0.085 | -0.033 | 0.027 |
| 2021 | 0.072 | 0.040 | 0.003 | 0.054 |
| 2020 | -0.192 | 0.119 | 0.002 | 0.073 |
| 2019 | 0.109 | 0.008 | 0.013 | 0.040 |
| 2018 | -0.044 | 0.028 | 0.012 | -0.112 |
| 2017 | 0.016 | 0.009 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.033 |
| 5 years | 0.065 |