Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 9 |
| 1 month | 0.010 | 0 | 6 |
| 3 months | -0.010 | 0 | 13 |
| 1 year | 0.032 | 0 | 69 |
| 3 years | 0.032 | 0 | 36 |
| 5 years | 0.087 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.035 | — |
| 2022 | 0.008 | — |
| 2021 | 0.117 | — |
| 2020 | 0.042 | — |
| 2019 | 0.158 | — |
| 2018 | -0.060 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.023 | 0.025 | 0.013 | -0.015 |
| 2023 | 0.015 | -0.008 | -0.009 | 0.037 |
| 2022 | 0.018 | -0.037 | -0.019 | 0.048 |
| 2021 | 0.039 | 0.023 | 0.020 | 0.031 |
| 2020 | -0.200 | 0.147 | 0.012 | 0.123 |
| 2019 | 0.052 | 0.035 | 0.020 | 0.042 |
| 2018 | -0.035 | 0.027 | 0.019 | -0.069 |
| 2017 | 0.022 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.032 |
| 5 years | 0.087 |