Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 88 |
| 1 month | -0.011 | 0 | 22 |
| 3 months | -0.044 | 0 | 85 |
| 1 year | 0.032 | 0 | 90 |
| 3 years | -0.007 | 0 | 94 |
| 5 years | 0.058 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.075 | — |
| 2022 | -0.259 | — |
| 2021 | 0.321 | — |
| 2020 | 0.082 | — |
| 2019 | 0.360 | — |
| 2018 | -0.094 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | — | — | — |
| 2024 | 0.063 | 0.004 | 0.041 | -0.072 |
| 2023 | 0.084 | 0.010 | -0.069 | 0.055 |
| 2022 | -0.105 | -0.166 | -0.059 | 0.056 |
| 2021 | 0.058 | 0.130 | 0.005 | 0.100 |
| 2020 | -0.124 | 0.118 | 0.053 | 0.050 |
| 2019 | 0.156 | 0.092 | -0.002 | 0.080 |
| 2018 | -0.054 | 0.038 | 0.051 | -0.122 |
| 2017 | 0.043 | 0.033 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | -0.017 |
| 5 years | 0.051 |