Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 74 |
| 1 month | 0.004 | 0 | 49 |
| 3 months | 0.019 | 0 | 49 |
| 1 year | 0.016 | 0 | 86 |
| 3 years | 0.051 | 0 | 58 |
| 5 years | 0.043 | 0 | 43 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.090 | — |
| 2022 | -0.133 | — |
| 2021 | 0.120 | — |
| 2020 | 0.038 | — |
| 2019 | 0.153 | — |
| 2018 | -0.083 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | 0.019 | — | — |
| 2024 | 0.039 | 0.014 | 0.017 | 0.010 |
| 2023 | 0.026 | 0.024 | -0.016 | 0.056 |
| 2022 | -0.049 | -0.083 | -0.010 | 0.005 |
| 2021 | 0.029 | 0.036 | 0.005 | 0.045 |
| 2020 | -0.126 | 0.092 | 0.029 | 0.056 |
| 2019 | 0.073 | 0.023 | 0.021 | 0.028 |
| 2018 | -0.032 | 0.016 | 0.006 | -0.073 |
| 2017 | 0.003 | -0.002 | 0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.040 |
| 5 years | 0.036 |