Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | 80 |
| 1 month | -0.035 | 0 | 79 |
| 3 months | -0.104 | 0 | 79 |
| 1 year | 0.022 | 0 | 47 |
| 3 years | 0.043 | 0 | 28 |
| 5 years | 0.082 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.125 | — |
| 2022 | -0.118 | — |
| 2021 | 0.200 | — |
| 2020 | 0.008 | — |
| 2019 | 0.206 | — |
| 2018 | -0.085 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.084 | 0.034 | 0.015 | 0.042 |
| 2023 | 0.039 | 0.040 | -0.010 | 0.053 |
| 2022 | -0.029 | -0.095 | -0.017 | 0.021 |
| 2021 | 0.058 | 0.061 | 0.003 | 0.066 |
| 2020 | -0.187 | 0.119 | 0.032 | 0.074 |
| 2019 | 0.120 | 0.015 | 0.029 | 0.031 |
| 2018 | -0.047 | 0.037 | 0.031 | -0.101 |
| 2017 | 0.008 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.042 |
| 5 years | 0.081 |