Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 26 |
| 1 month | 0.012 | 0 | 11 |
| 3 months | -0.001 | 0 | 28 |
| 1 year | 0.048 | 0 | 32 |
| 3 years | 0.044 | 0 | 32 |
| 5 years | 0.053 | 0 | 43 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.134 | — |
| 2022 | -0.150 | — |
| 2021 | 0.090 | — |
| 2020 | 0.033 | — |
| 2019 | 0.145 | — |
| 2018 | -0.105 | — |
| 2017 | 0.073 | — |
| 2016 | -0.017 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.038 | -0.013 | 0.036 | -0.016 |
| 2023 | 0.076 | 0.014 | -0.028 | 0.068 |
| 2022 | -0.073 | -0.096 | -0.051 | 0.067 |
| 2021 | 0.042 | 0.028 | -0.001 | 0.019 |
| 2020 | -0.141 | 0.107 | 0.012 | 0.075 |
| 2019 | 0.073 | 0.025 | 0.022 | 0.019 |
| 2018 | -0.018 | 0.016 | -0.002 | -0.100 |
| 2017 | 0.043 | 0.011 | 0.027 | -0.009 |
| 2016 | -0.097 | 0.006 | 0.053 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.030 |
| 5 years | 0.045 |