Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 20 |
| 1 month | 0.028 | 0 | 31 |
| 3 months | -0.047 | 0 | 34 |
| 1 year | 0.052 | 0 | 53 |
| 3 years | 0.060 | 0 | 63 |
| 5 years | 0.095 | 0 | 47 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.005 | — |
| 2023 | 0.232 | — |
| 2022 | -0.272 | — |
| 2021 | 0.201 | — |
| 2020 | 0.410 | — |
| 2019 | 0.341 | — |
| 2018 | 0.022 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.040 | -0.057 | 0.072 | -0.044 |
| 2023 | 0.135 | 0.017 | -0.067 | 0.143 |
| 2022 | -0.147 | -0.170 | -0.059 | 0.093 |
| 2021 | -0.026 | 0.132 | 0.008 | 0.081 |
| 2020 | -0.117 | 0.241 | 0.122 | 0.147 |
| 2019 | 0.190 | 0.059 | 0.000 | 0.063 |
| 2018 | 0.072 | 0.065 | 0.063 | -0.158 |
| 2017 | 0.106 | 0.073 | 0.087 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.042 |
| 5 years | 0.084 |