Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 63 |
| 1 month | -0.043 | 0 | 77 |
| 3 months | -0.021 | 0 | 63 |
| 1 year | 0.025 | 0 | 58 |
| 3 years | 0.030 | 0 | 26 |
| 5 years | 0.072 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.126 | — |
| 2022 | -0.138 | — |
| 2021 | 0.145 | — |
| 2020 | -0.001 | — |
| 2019 | 0.144 | — |
| 2018 | -0.051 | — |
| 2017 | 0.029 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.046 | 0.016 | 0.024 | 0.006 |
| 2023 | 0.019 | 0.035 | -0.017 | 0.086 |
| 2022 | -0.046 | -0.088 | -0.030 | 0.021 |
| 2021 | 0.045 | 0.037 | 0.016 | 0.040 |
| 2020 | -0.159 | 0.105 | 0.016 | 0.058 |
| 2019 | 0.066 | 0.027 | 0.028 | 0.017 |
| 2018 | -0.023 | 0.021 | 0.023 | -0.069 |
| 2017 | 0.024 | -0.008 | 0.005 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.019 |
| 5 years | 0.066 |