Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 6 |
| 1 month | 0.005 | 0 | 8 |
| 3 months | 0.022 | 0 | 30 |
| 1 year | 0.051 | 0 | 22 |
| 3 years | 0.036 | 0 | 32 |
| 5 years | -0.001 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.079 | — |
| 2022 | -0.146 | — |
| 2021 | -0.009 | — |
| 2020 | 0.087 | — |
| 2019 | 0.127 | — |
| 2018 | -0.015 | — |
| 2017 | 0.060 | — |
| 2016 | 0.052 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | 0.018 | — | — |
| 2024 | -0.002 | 0.002 | 0.055 | -0.027 |
| 2023 | 0.034 | -0.002 | -0.026 | 0.075 |
| 2022 | -0.070 | -0.065 | -0.046 | 0.030 |
| 2021 | -0.038 | 0.030 | 0.001 | 0.000 |
| 2020 | -0.028 | 0.073 | 0.016 | 0.026 |
| 2019 | 0.049 | 0.036 | 0.029 | 0.008 |
| 2018 | -0.016 | -0.007 | 0.009 | 0.000 |
| 2017 | 0.016 | 0.021 | 0.012 | 0.009 |
| 2016 | 0.037 | 0.033 | 0.014 | -0.030 |
| 2015 | -0.004 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.036 |
| 5 years | -0.001 |