Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 24 |
| 1 month | 0.001 | 0 | 54 |
| 3 months | 0.008 | 0 | 30 |
| 1 year | 0.076 | 0 | 17 |
| 3 years | 0.048 | 0 | 30 |
| 5 years | 0.047 | 0 | 46 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.054 | — |
| 2022 | -0.065 | — |
| 2021 | 0.035 | — |
| 2020 | 0.046 | — |
| 2019 | 0.055 | — |
| 2018 | -0.083 | — |
| 2017 | -0.002 | — |
| 2016 | 0.003 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | — | — | — |
| 2024 | 0.039 | 0.007 | 0.009 | 0.013 |
| 2023 | 0.041 | 0.011 | -0.016 | 0.017 |
| 2022 | -0.040 | -0.048 | 0.000 | 0.024 |
| 2021 | 0.017 | 0.018 | -0.016 | 0.017 |
| 2020 | -0.075 | 0.061 | -0.002 | 0.068 |
| 2019 | 0.060 | -0.010 | 0.012 | -0.006 |
| 2018 | -0.009 | 0.010 | -0.015 | -0.069 |
| 2017 | 0.010 | -0.009 | 0.004 | -0.006 |
| 2016 | 0.008 | -0.018 | 0.020 | -0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.039 |
| 5 years | 0.042 |