Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 19 |
| 1 month | -0.023 | 0 | 16 |
| 3 months | -0.047 | 0 | 38 |
| 1 year | 0.025 | 0 | 8 |
| 3 years | -0.001 | 0 | 40 |
| 5 years | 0.040 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.048 | — |
| 2022 | -0.192 | — |
| 2021 | 0.198 | — |
| 2020 | 0.061 | — |
| 2019 | 0.257 | — |
| 2018 | -0.079 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | — | — | — |
| 2024 | 0.062 | 0.013 | 0.020 | -0.028 |
| 2023 | 0.058 | 0.007 | -0.046 | 0.031 |
| 2022 | -0.075 | -0.115 | -0.050 | 0.039 |
| 2021 | 0.063 | 0.070 | -0.002 | 0.055 |
| 2020 | -0.104 | 0.096 | 0.030 | 0.048 |
| 2019 | 0.128 | 0.054 | 0.009 | 0.048 |
| 2018 | -0.036 | 0.029 | 0.026 | -0.096 |
| 2017 | 0.025 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | -0.009 |
| 5 years | 0.034 |