Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | — |
| 1 month | -0.023 | 0 | — |
| 3 months | -0.029 | 0 | — |
| 1 year | 0.042 | 0 | — |
| 3 years | 0.040 | 0 | — |
| 5 years | 0.081 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.145 | — |
| 2022 | -0.125 | — |
| 2021 | 0.122 | — |
| 2020 | -0.090 | — |
| 2019 | 0.062 | — |
| 2018 | 0.019 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.040 | 0.030 | 0.028 | 0.025 |
| 2023 | 0.032 | 0.032 | 0.050 | 0.024 |
| 2022 | -0.013 | -0.126 | -0.002 | 0.016 |
| 2021 | 0.039 | 0.039 | 0.032 | 0.007 |
| 2020 | -0.299 | 0.170 | 0.054 | 0.052 |
| 2019 | 0.026 | 0.019 | 0.009 | 0.006 |
| 2018 | 0.006 | 0.005 | 0.016 | -0.009 |
| 2017 | 0.006 | 0.011 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.040 |
| 5 years | 0.081 |