Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 40 |
| 1 month | 0.008 | 0 | 30 |
| 3 months | -0.034 | 0 | 41 |
| 1 year | 0.022 | 0 | 52 |
| 3 years | -0.003 | 0 | 48 |
| 5 years | 0.071 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.021 | — |
| 2023 | 0.082 | — |
| 2022 | -0.249 | — |
| 2021 | 0.262 | — |
| 2020 | 0.179 | — |
| 2019 | 0.297 | — |
| 2018 | -0.211 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.040 | 0.011 | 0.043 | -0.069 |
| 2023 | 0.138 | -0.007 | -0.064 | 0.023 |
| 2022 | -0.113 | -0.153 | -0.073 | 0.078 |
| 2021 | 0.097 | 0.094 | 0.002 | 0.049 |
| 2020 | -0.150 | 0.169 | 0.070 | 0.109 |
| 2019 | 0.100 | 0.069 | -0.019 | 0.125 |
| 2018 | -0.054 | 0.046 | -0.018 | -0.188 |
| 2017 | 0.038 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | -0.021 |
| 5 years | 0.059 |