Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 70 |
| 1 month | -0.038 | 0 | 65 |
| 3 months | -0.025 | 0 | 70 |
| 1 year | 0.040 | 0 | 28 |
| 3 years | 0.026 | 0 | 35 |
| 5 years | 0.052 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.089 | — |
| 2022 | -0.120 | — |
| 2021 | 0.089 | — |
| 2020 | 0.006 | — |
| 2019 | 0.113 | — |
| 2018 | -0.052 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.043 | 0.017 | 0.024 | 0.024 |
| 2023 | 0.024 | 0.017 | -0.004 | 0.050 |
| 2022 | -0.039 | -0.077 | -0.029 | 0.022 |
| 2021 | 0.022 | 0.029 | -0.002 | 0.037 |
| 2020 | -0.115 | 0.069 | 0.019 | 0.043 |
| 2019 | 0.076 | 0.011 | 0.017 | 0.007 |
| 2018 | -0.027 | 0.019 | 0.015 | -0.058 |
| 2017 | 0.010 | 0.014 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.025 |
| 5 years | 0.051 |