Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 49 |
| 1 month | -0.010 | 0 | 40 |
| 3 months | -0.052 | 0 | 60 |
| 1 year | 0.039 | 0 | 34 |
| 3 years | 0.032 | 0 | 26 |
| 5 years | 0.057 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.107 | — |
| 2022 | -0.142 | — |
| 2021 | 0.124 | — |
| 2020 | 0.089 | — |
| 2019 | 0.136 | — |
| 2018 | -0.078 | — |
| 2017 | 0.016 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.046 | 0.011 | 0.027 | 0.007 |
| 2023 | 0.022 | 0.025 | -0.011 | 0.068 |
| 2022 | -0.048 | -0.101 | -0.038 | 0.042 |
| 2021 | 0.037 | 0.040 | 0.006 | 0.036 |
| 2020 | -0.123 | 0.123 | 0.034 | 0.069 |
| 2019 | 0.077 | 0.009 | 0.013 | 0.031 |
| 2018 | -0.028 | 0.010 | 0.012 | -0.072 |
| 2017 | -0.005 | 0.001 | 0.012 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.032 |
| 5 years | 0.057 |