Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | 25 |
| 1 month | -0.049 | 0 | 88 |
| 3 months | -0.115 | 0 | 19 |
| 1 year | 0.001 | 0 | 44 |
| 3 years | 0.026 | 0 | 72 |
| 5 years | 0.073 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.142 | — |
| 2022 | -0.141 | — |
| 2021 | 0.273 | — |
| 2020 | 0.075 | — |
| 2019 | 0.305 | — |
| 2018 | 0.052 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.049 | -0.014 | 0.051 | 0.028 |
| 2023 | 0.096 | -0.016 | 0.005 | 0.055 |
| 2022 | -0.062 | -0.092 | -0.031 | 0.040 |
| 2021 | 0.059 | 0.071 | 0.007 | 0.114 |
| 2020 | -0.136 | 0.150 | 0.018 | 0.063 |
| 2019 | 0.146 | 0.035 | 0.044 | 0.054 |
| 2018 | -0.001 | 0.111 | 0.052 | -0.099 |
| 2017 | 0.006 | 0.014 | 0.044 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | 0.009 |
| 5 years | 0.062 |