Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | — |
| 1 month | -0.013 | 0 | — |
| 3 months | -0.122 | 0 | — |
| 1 year | -0.016 | 0 | — |
| 3 years | 0.022 | 0 | — |
| 5 years | 0.099 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.160 | — |
| 2022 | -0.187 | — |
| 2021 | 0.296 | — |
| 2020 | 0.145 | — |
| 2019 | 0.251 | — |
| 2018 | -0.118 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.071 | — | — | — |
| 2024 | 0.087 | -0.014 | 0.011 | 0.009 |
| 2023 | 0.018 | 0.073 | -0.043 | 0.110 |
| 2022 | -0.047 | -0.178 | -0.042 | 0.083 |
| 2021 | 0.131 | 0.076 | -0.004 | 0.069 |
| 2020 | -0.249 | 0.243 | 0.072 | 0.144 |
| 2019 | 0.156 | 0.024 | -0.017 | 0.075 |
| 2018 | -0.021 | 0.017 | 0.091 | -0.188 |
| 2017 | 0.066 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | 0.005 |
| 5 years | 0.088 |