Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 3 |
| 1 month | 0.003 | 0 | 11 |
| 3 months | -0.009 | 0 | 13 |
| 1 year | 0.005 | 0 | 76 |
| 3 years | 0.026 | 0 | 48 |
| 5 years | 0.039 | 0 | 58 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.018 | — |
| 2023 | 0.093 | — |
| 2022 | -0.107 | — |
| 2021 | 0.070 | — |
| 2020 | 0.085 | — |
| 2019 | 0.094 | — |
| 2018 | -0.087 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | — | — | — |
| 2024 | 0.042 | -0.012 | 0.013 | -0.058 |
| 2023 | 0.056 | 0.013 | -0.020 | 0.042 |
| 2022 | -0.053 | -0.073 | -0.029 | 0.047 |
| 2021 | 0.026 | 0.027 | -0.004 | 0.020 |
| 2020 | -0.100 | 0.104 | 0.018 | 0.072 |
| 2019 | 0.055 | 0.004 | -0.003 | 0.036 |
| 2018 | -0.030 | 0.024 | 0.012 | -0.092 |
| 2017 | 0.017 | 0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.016 |
| 5 years | 0.032 |