Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 41 |
| 1 month | 0.029 | 0 | 37 |
| 3 months | -0.027 | 0 | 45 |
| 1 year | 0.069 | 0 | 55 |
| 3 years | 0.009 | 0 | 79 |
| 5 years | 0.079 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.002 | — |
| 2023 | 0.125 | — |
| 2022 | -0.252 | — |
| 2021 | 0.313 | — |
| 2020 | 0.203 | — |
| 2019 | 0.314 | — |
| 2018 | -0.192 | — |
| 2017 | 0.112 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | -0.005 | 0.009 | 0.068 | -0.069 |
| 2023 | 0.117 | 0.000 | -0.056 | 0.066 |
| 2022 | -0.119 | -0.143 | -0.051 | 0.044 |
| 2021 | 0.085 | 0.099 | 0.014 | 0.086 |
| 2020 | -0.131 | 0.183 | 0.060 | 0.105 |
| 2019 | 0.088 | 0.075 | 0.016 | 0.107 |
| 2018 | -0.061 | 0.053 | 0.007 | -0.189 |
| 2017 | 0.085 | 0.039 | -0.026 | 0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | -0.008 |
| 5 years | 0.068 |