Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 1 |
| 1 month | 0.035 | 0 | 1 |
| 3 months | -0.001 | 0 | 90 |
| 1 year | 0.066 | 0 | 1 |
| 3 years | 0.018 | 0 | 89 |
| 5 years | -0.027 | 0 | 98 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.003 | — |
| 2023 | 0.112 | — |
| 2022 | -0.206 | — |
| 2021 | -0.043 | — |
| 2020 | 0.048 | — |
| 2019 | 0.055 | — |
| 2018 | 0.041 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | -0.023 | 0.018 | 0.046 | -0.042 |
| 2023 | 0.027 | -0.019 | -0.017 | 0.123 |
| 2022 | -0.109 | -0.089 | -0.041 | 0.019 |
| 2021 | -0.032 | 0.003 | -0.008 | -0.006 |
| 2020 | 0.027 | 0.018 | 0.005 | -0.003 |
| 2019 | 0.032 | 0.040 | 0.028 | -0.044 |
| 2018 | 0.013 | 0.019 | -0.010 | 0.018 |
| 2017 | 0.004 | 0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.005 |
| 5 years | -0.035 |