Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | 0.015 | 0 | — |
| 1 year | 0.154 | 0 | — |
| 3 years | 0.096 | 0 | — |
| 5 years | 0.109 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.126 | — |
| 2022 | -0.071 | — |
| 2021 | 0.159 | — |
| 2020 | 0.036 | — |
| 2019 | 0.246 | — |
| 2018 | -0.018 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | — | — | — |
| 2024 | 0.069 | 0.012 | 0.082 | -0.021 |
| 2023 | 0.056 | 0.022 | -0.013 | 0.057 |
| 2022 | -0.033 | -0.073 | -0.044 | 0.084 |
| 2021 | 0.067 | 0.024 | -0.012 | 0.074 |
| 2020 | -0.141 | 0.108 | 0.010 | 0.077 |
| 2019 | 0.102 | 0.055 | 0.033 | 0.038 |
| 2018 | -0.034 | 0.031 | 0.047 | -0.058 |
| 2017 | 0.007 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.077 |
| 5 years | 0.097 |