Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 41 |
| 1 month | -0.030 | 0 | 82 |
| 3 months | -0.014 | 0 | 60 |
| 1 year | 0.143 | 0 | 22 |
| 3 years | 0.024 | 0 | 35 |
| 5 years | 0.054 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | -0.008 | — |
| 2022 | -0.003 | — |
| 2021 | 0.121 | — |
| 2020 | -0.208 | — |
| 2019 | 0.202 | — |
| 2018 | -0.062 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.022 | 0.016 | 0.103 | 0.006 |
| 2023 | 0.008 | -0.010 | -0.061 | 0.058 |
| 2022 | 0.050 | -0.010 | -0.047 | 0.007 |
| 2021 | 0.057 | 0.007 | 0.001 | 0.052 |
| 2020 | -0.266 | 0.081 | -0.046 | 0.045 |
| 2019 | 0.125 | 0.018 | 0.042 | 0.008 |
| 2018 | -0.042 | 0.057 | -0.003 | -0.070 |
| 2017 | 0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.014 |
| 5 years | 0.047 |