Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 32 |
| 1 month | -0.016 | 0 | 77 |
| 3 months | -0.018 | 0 | 15 |
| 1 year | 0.087 | 0 | 61 |
| 3 years | 0.055 | 0 | 33 |
| 5 years | 0.047 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.088 | — |
| 2022 | -0.114 | — |
| 2021 | 0.058 | — |
| 2020 | 0.080 | — |
| 2019 | 0.124 | — |
| 2018 | -0.040 | — |
| 2017 | 0.084 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.031 | 0.003 | 0.056 | 0.008 |
| 2023 | 0.041 | 0.003 | -0.031 | 0.075 |
| 2022 | -0.056 | -0.087 | -0.011 | 0.039 |
| 2021 | -0.008 | 0.034 | 0.002 | 0.029 |
| 2020 | -0.083 | 0.101 | 0.027 | 0.042 |
| 2019 | 0.075 | 0.022 | 0.006 | 0.017 |
| 2018 | 0.000 | 0.007 | 0.001 | -0.048 |
| 2017 | 0.033 | 0.016 | 0.004 | 0.029 |
| 2016 | 0.034 | -0.011 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.055 |
| 5 years | 0.047 |