Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 77 |
| 1 month | -0.024 | 0 | 87 |
| 3 months | -0.065 | 0 | 74 |
| 1 year | 0.036 | 0 | 70 |
| 3 years | 0.030 | 0 | 82 |
| 5 years | 0.047 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.067 | — |
| 2022 | -0.139 | — |
| 2021 | 0.052 | — |
| 2020 | 0.126 | — |
| 2019 | 0.156 | — |
| 2018 | -0.083 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.048 | 0.013 | 0.006 | 0.045 |
| 2023 | 0.022 | 0.003 | -0.004 | 0.044 |
| 2022 | -0.071 | -0.078 | -0.001 | 0.007 |
| 2021 | 0.007 | 0.039 | -0.001 | 0.006 |
| 2020 | -0.134 | 0.158 | 0.036 | 0.084 |
| 2019 | 0.071 | 0.041 | 0.013 | 0.024 |
| 2018 | -0.025 | 0.025 | 0 | -0.083 |
| 2017 | 0.020 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.013 |
| 5 years | 0.037 |