Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 77 |
| 1 month | -0.003 | 0 | 77 |
| 3 months | 0.017 | 0 | 77 |
| 1 year | 0.053 | 0 | 66 |
| 3 years | 0.017 | 0 | 59 |
| 5 years | 0.031 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.068 | — |
| 2022 | -0.123 | — |
| 2021 | -0.043 | — |
| 2020 | 0.064 | — |
| 2019 | 0.132 | — |
| 2018 | -0.029 | — |
| 2017 | 0.051 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.007 | 0.006 | 0.042 | -0.012 |
| 2023 | 0.034 | 0.008 | -0.024 | 0.050 |
| 2022 | -0.056 | -0.073 | -0.035 | 0.038 |
| 2021 | -0.001 | 0.006 | -0.022 | -0.027 |
| 2020 | -0.130 | 0.122 | 0.014 | 0.074 |
| 2019 | 0.084 | 0.022 | 0.006 | 0.016 |
| 2018 | -0.016 | -0.021 | 0.011 | -0.004 |
| 2017 | 0.019 | 0.015 | 0.014 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.007 |
| 5 years | 0.024 |