Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 44 |
| 1 month | 0.002 | 0 | 51 |
| 3 months | -0.003 | 0 | 43 |
| 1 year | 0.059 | 0 | 15 |
| 3 years | 0.015 | 0 | 69 |
| 5 years | 0.014 | 0 | 72 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.068 | — |
| 2022 | -0.124 | — |
| 2021 | 0.037 | — |
| 2020 | 0.016 | — |
| 2019 | 0.063 | — |
| 2018 | -0.013 | — |
| 2017 | -0.003 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.010 | -0.003 | 0.037 | -0.001 |
| 2023 | 0.026 | -0.004 | -0.013 | 0.058 |
| 2022 | -0.040 | -0.066 | -0.037 | 0.015 |
| 2021 | 0.008 | 0.015 | 0.005 | 0.009 |
| 2020 | -0.054 | 0.047 | 0.004 | 0.022 |
| 2019 | 0.031 | 0.011 | 0.021 | -0.001 |
| 2018 | -0.007 | 0.008 | -0.001 | -0.014 |
| 2017 | 0.010 | -0.011 | 0.001 | -0.003 |
| 2016 | 0.012 | 0.009 | 0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.008 |
| 5 years | 0.010 |