Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 41 |
| 1 month | 0.050 | 0 | 74 |
| 3 months | 0.016 | 0 | 38 |
| 1 year | 0.062 | 0 | 30 |
| 3 years | -0.053 | 0 | 65 |
| 5 years | -0.005 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.024 | — |
| 2023 | 0.102 | — |
| 2022 | -0.306 | — |
| 2021 | 0.081 | — |
| 2020 | -0.118 | — |
| 2019 | 0.260 | — |
| 2018 | -0.144 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | -0.048 | -0.002 | 0.145 | -0.103 |
| 2023 | -0.055 | -0.017 | 0.027 | 0.156 |
| 2022 | -0.035 | -0.198 | -0.134 | 0.035 |
| 2021 | -0.015 | 0.114 | -0.022 | 0.007 |
| 2020 | -0.267 | 0.087 | -0.026 | 0.137 |
| 2019 | 0.140 | -0.015 | 0.055 | 0.063 |
| 2018 | -0.047 | 0.037 | -0.016 | -0.120 |
| 2017 | 0.021 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | -0.059 |
| 5 years | -0.009 |