Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 57 |
| 1 month | 0.001 | 0 | 12 |
| 3 months | -0.042 | 0 | 44 |
| 1 year | -0.003 | 0 | 93 |
| 3 years | 0.017 | 0 | 68 |
| 5 years | 0.036 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.126 | — |
| 2022 | -0.145 | — |
| 2021 | 0.095 | — |
| 2020 | 0.056 | — |
| 2019 | 0.158 | — |
| 2018 | -0.049 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.027 | -0.002 | 0.022 | -0.009 |
| 2023 | 0.054 | 0.016 | -0.017 | 0.070 |
| 2022 | -0.061 | -0.070 | -0.038 | 0.019 |
| 2021 | 0.031 | 0.027 | 0.003 | 0.031 |
| 2020 | -0.110 | 0.067 | 0.039 | 0.070 |
| 2019 | 0.068 | 0.023 | 0.021 | 0.038 |
| 2018 | -0.014 | 0.017 | 0.000 | -0.052 |
| 2017 | 0.003 | 0.013 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.017 |
| 5 years | 0.036 |