Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 70 |
| 1 month | 0.015 | 0 | 61 |
| 3 months | 0.013 | 0 | 83 |
| 1 year | 0.025 | 0 | 81 |
| 3 years | -0.056 | 0 | 78 |
| 5 years | -0.066 | 0 | 69 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.042 | — |
| 2023 | 0.037 | — |
| 2022 | -0.255 | — |
| 2021 | -0.051 | — |
| 2020 | 0.081 | — |
| 2019 | 0.057 | — |
| 2018 | 0.005 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | -0.019 | -0.006 | 0.020 | -0.036 |
| 2023 | 0.023 | -0.060 | -0.010 | 0.089 |
| 2022 | -0.081 | -0.091 | -0.139 | 0.035 |
| 2021 | -0.063 | 0.011 | -0.014 | 0.017 |
| 2020 | 0.074 | 0.022 | -0.009 | -0.005 |
| 2019 | 0.033 | 0.014 | 0.056 | -0.045 |
| 2018 | 0.002 | 0.002 | -0.018 | 0.019 |
| 2017 | -0.014 | -0.005 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | -0.079 |
| 5 years | -0.079 |