Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 72 |
| 1 month | -0.006 | 0 | 47 |
| 3 months | 0.004 | 0 | 39 |
| 1 year | 0.019 | 0 | 92 |
| 3 years | -0.028 | 0 | 89 |
| 5 years | 0.075 | 0 | 30 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.006 | — |
| 2023 | -0.012 | — |
| 2022 | -0.036 | — |
| 2021 | 0.263 | — |
| 2020 | 0.082 | — |
| 2019 | 0.309 | — |
| 2018 | -0.083 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | -0.024 | 0.023 | 0.079 | -0.079 |
| 2023 | 0.020 | -0.017 | -0.089 | 0.081 |
| 2022 | 0.014 | -0.067 | -0.035 | 0.055 |
| 2021 | 0.088 | 0.031 | 0.018 | 0.106 |
| 2020 | -0.173 | 0.120 | 0.008 | 0.159 |
| 2019 | 0.150 | 0.029 | 0.057 | 0.046 |
| 2018 | -0.085 | 0.061 | -0.003 | -0.053 |
| 2017 | 0.017 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | -0.045 |
| 5 years | 0.064 |