Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 22 |
| 1 month | 0.001 | 0 | 58 |
| 3 months | 0.001 | 0 | 35 |
| 1 year | 0.068 | 0 | 62 |
| 3 years | 0.042 | 0 | 46 |
| 5 years | 0.037 | 0 | 43 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.099 | — |
| 2022 | -0.112 | — |
| 2021 | 0.019 | — |
| 2020 | 0.085 | — |
| 2019 | 0.145 | — |
| 2018 | -0.078 | — |
| 2017 | 0.111 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.020 | 0.007 | 0.040 | 0.002 |
| 2023 | -0.022 | 0.032 | 0.005 | 0.085 |
| 2022 | -0.042 | -0.076 | -0.055 | 0.062 |
| 2021 | 0.007 | 0.014 | 0.002 | -0.003 |
| 2020 | -0.089 | 0.115 | 0.023 | 0.045 |
| 2019 | 0.052 | 0.032 | 0.019 | 0.035 |
| 2018 | -0.014 | -0.040 | 0.012 | -0.036 |
| 2017 | 0.028 | 0.042 | 0.017 | 0.019 |
| 2016 | 0.024 | 0.014 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.037 |
| 5 years | 0.034 |