Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 29 |
| 1 month | -0.019 | 0 | 65 |
| 3 months | -0.035 | 0 | 44 |
| 1 year | 0.029 | 0 | 45 |
| 3 years | 0.021 | 0 | 17 |
| 5 years | 0.050 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.076 | — |
| 2022 | -0.141 | — |
| 2021 | 0.146 | — |
| 2020 | 0.047 | — |
| 2019 | 0.190 | — |
| 2018 | -0.056 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.066 | 0.016 | 0.012 | -0.008 |
| 2023 | 0.049 | 0.017 | -0.016 | 0.026 |
| 2022 | -0.050 | -0.090 | -0.041 | 0.036 |
| 2021 | 0.049 | 0.050 | -0.003 | 0.043 |
| 2020 | -0.103 | 0.083 | 0.027 | 0.049 |
| 2019 | 0.087 | 0.034 | 0.025 | 0.033 |
| 2018 | -0.027 | 0.016 | 0.018 | -0.062 |
| 2017 | 0.030 | 0.031 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.014 |
| 5 years | 0.047 |