Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | — |
| 1 month | 0.019 | 0 | — |
| 3 months | -0.027 | 0 | — |
| 1 year | 0.116 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.109 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.107 | — |
| 2022 | -0.016 | — |
| 2021 | 0.193 | — |
| 2020 | -0.068 | — |
| 2019 | 0.217 | — |
| 2018 | -0.056 | — |
| 2017 | 0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.021 | 0.040 | 0.041 | 0.020 |
| 2023 | 0.037 | 0.007 | 0.017 | 0.042 |
| 2022 | -0.033 | -0.029 | -0.061 | 0.116 |
| 2021 | 0.058 | 0.062 | 0.021 | 0.040 |
| 2020 | -0.231 | 0.085 | -0.011 | 0.128 |
| 2019 | 0.077 | 0.028 | 0.029 | 0.069 |
| 2018 | -0.053 | 0.120 | -0.006 | -0.105 |
| 2017 | 0.036 | 0.030 | 0.012 | -0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.059 |
| 5 years | 0.098 |