Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 67 |
| 1 month | 0.009 | 0 | 39 |
| 3 months | -0.017 | 0 | 87 |
| 1 year | 0.016 | 0 | 64 |
| 3 years | 0.026 | 0 | 55 |
| 5 years | 0.027 | 0 | 59 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | 0.061 | — |
| 2022 | -0.105 | — |
| 2021 | 0.040 | — |
| 2020 | 0.073 | — |
| 2019 | 0.029 | — |
| 2018 | -0.031 | — |
| 2017 | 0.068 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.060 | -0.001 | -0.026 | 0.031 |
| 2023 | 0.037 | 0.041 | -0.062 | 0.047 |
| 2022 | -0.035 | -0.076 | -0.015 | 0.019 |
| 2021 | -0.005 | 0.029 | 0.005 | 0.011 |
| 2020 | -0.022 | 0.032 | 0.045 | 0.017 |
| 2019 | 0.020 | -0.007 | -0.007 | 0.023 |
| 2018 | 0.001 | 0.002 | 0.006 | -0.040 |
| 2017 | 0.023 | 0.015 | 0.035 | -0.007 |
| 2016 | -0.005 | 0.010 | -0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.026 |
| 5 years | 0.027 |