Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 43 |
| 1 month | -0.023 | 0 | 46 |
| 3 months | -0.051 | 0 | 39 |
| 1 year | 0.039 | 0 | 23 |
| 3 years | 0.015 | 0 | 49 |
| 5 years | 0.060 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.068 | — |
| 2022 | -0.162 | — |
| 2021 | 0.153 | — |
| 2020 | 0.066 | — |
| 2019 | 0.202 | — |
| 2018 | -0.094 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.070 | 0.014 | 0.025 | -0.001 |
| 2023 | 0.043 | 0.017 | -0.025 | 0.032 |
| 2022 | -0.039 | -0.114 | -0.051 | 0.039 |
| 2021 | 0.057 | 0.060 | -0.010 | 0.039 |
| 2020 | -0.161 | 0.125 | 0.040 | 0.085 |
| 2019 | 0.106 | 0.027 | 0.011 | 0.047 |
| 2018 | -0.029 | 0.014 | 0.015 | -0.094 |
| 2017 | 0.034 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.004 |
| 5 years | 0.053 |