Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 19 |
| 1 month | -0.031 | 0 | 80 |
| 3 months | -0.075 | 0 | 21 |
| 1 year | 0.048 | 0 | 25 |
| 3 years | 0.095 | 0 | 6 |
| 5 years | 0.126 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.087 | — |
| 2022 | 0.054 | — |
| 2021 | 0.135 | — |
| 2020 | 0.083 | — |
| 2019 | 0.274 | — |
| 2018 | -0.057 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.104 | -0.026 | 0.041 | 0.036 |
| 2023 | 0.054 | -0.004 | -0.014 | 0.049 |
| 2022 | 0.001 | -0.042 | 0.029 | 0.069 |
| 2021 | 0.071 | 0.038 | -0.010 | 0.032 |
| 2020 | -0.208 | 0.179 | 0.027 | 0.130 |
| 2019 | 0.084 | 0.075 | 0.037 | 0.055 |
| 2018 | -0.088 | 0.104 | 0.044 | -0.104 |
| 2017 | 0.033 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.095 |
| 5 years | 0.126 |