Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 58 |
| 1 month | 0.008 | 0 | 35 |
| 3 months | -0.031 | 0 | 32 |
| 1 year | 0.011 | 0 | 34 |
| 3 years | 0.014 | 0 | 52 |
| 5 years | 0.043 | 0 | 53 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.086 | — |
| 2022 | -0.202 | — |
| 2021 | 0.146 | — |
| 2020 | 0.089 | — |
| 2019 | 0.257 | — |
| 2018 | -0.045 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.059 | -0.029 | 0.110 | -0.106 |
| 2023 | 0.032 | -0.002 | -0.052 | 0.112 |
| 2022 | -0.092 | -0.121 | -0.119 | 0.135 |
| 2021 | 0.033 | 0.075 | -0.017 | 0.050 |
| 2020 | -0.167 | 0.142 | 0.068 | 0.071 |
| 2019 | 0.124 | 0.043 | -0.004 | 0.076 |
| 2018 | -0.004 | 0.020 | 0.041 | -0.097 |
| 2017 | 0.050 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.011 |
| 5 years | 0.041 |