Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | 82 |
| 1 month | -0.038 | 0 | 41 |
| 3 months | -0.125 | 0 | 91 |
| 1 year | 0.002 | 0 | 86 |
| 3 years | 0.017 | 0 | 90 |
| 5 years | 0.063 | 0 | 94 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.050 | — |
| 2022 | -0.090 | — |
| 2021 | 0.254 | — |
| 2020 | -0.055 | — |
| 2019 | 0.229 | — |
| 2018 | -0.068 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.087 | 0.011 | 0.017 | 0.048 |
| 2023 | -0.006 | 0.021 | -0.024 | 0.059 |
| 2022 | -0.034 | -0.077 | -0.006 | 0.026 |
| 2021 | 0.115 | 0.054 | -0.007 | 0.075 |
| 2020 | -0.183 | 0.071 | 0.002 | 0.078 |
| 2019 | 0.145 | 0.017 | 0.028 | 0.026 |
| 2018 | -0.044 | 0.049 | 0.032 | -0.099 |
| 2017 | -0.027 | 0.018 | 0.040 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.017 |
| 5 years | 0.063 |