Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 48 |
| 1 month | -0.039 | 0 | 27 |
| 3 months | -0.046 | 0 | 40 |
| 1 year | -0.028 | 0 | 45 |
| 3 years | 0.000 | 0 | 45 |
| 5 years | -0.008 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.043 | — |
| 2022 | -0.100 | — |
| 2021 | -0.055 | — |
| 2020 | -0.059 | — |
| 2019 | 0.121 | — |
| 2018 | -0.064 | — |
| 2017 | 0.102 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.037 | -0.025 | 0.024 | -0.009 |
| 2023 | 0.045 | 0.012 | -0.016 | 0.002 |
| 2022 | -0.055 | -0.039 | -0.025 | 0.016 |
| 2021 | -0.009 | 0.022 | -0.024 | -0.044 |
| 2020 | -0.165 | 0.081 | -0.023 | 0.067 |
| 2019 | 0.042 | 0.038 | 0.014 | 0.022 |
| 2018 | 0.025 | -0.079 | -0.038 | 0.030 |
| 2017 | 0.055 | -0.012 | 0.045 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.076 |
| 3 years | -0.017 |
| 5 years | -0.018 |