Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.106 | 0 | 76 |
| 1 month | -0.048 | 0 | 83 |
| 3 months | -0.133 | 0 | 74 |
| 1 year | 0.007 | 0 | 68 |
| 3 years | 0.008 | 0 | 95 |
| 5 years | 0.068 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.097 | — |
| 2022 | -0.189 | — |
| 2021 | 0.233 | — |
| 2020 | 0.135 | — |
| 2019 | 0.348 | — |
| 2018 | -0.119 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.070 | 0.047 | 0.016 | 0.037 |
| 2023 | 0.033 | 0.036 | -0.041 | 0.069 |
| 2022 | -0.069 | -0.119 | -0.014 | 0.002 |
| 2021 | 0.076 | 0.043 | 0.013 | 0.084 |
| 2020 | -0.157 | 0.143 | 0.070 | 0.101 |
| 2019 | 0.172 | 0.028 | 0.047 | 0.068 |
| 2018 | -0.026 | 0.018 | 0.034 | -0.141 |
| 2017 | 0.028 | 0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | -0.005 |
| 5 years | 0.059 |