Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 73 |
| 1 month | -0.003 | 0 | 80 |
| 3 months | -0.012 | 0 | 74 |
| 1 year | 0.054 | 0 | 72 |
| 3 years | 0.038 | 0 | 32 |
| 5 years | 0.048 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.073 | — |
| 2022 | -0.129 | — |
| 2021 | 0.069 | — |
| 2020 | 0.084 | — |
| 2019 | 0.103 | — |
| 2018 | -0.036 | — |
| 2017 | 0.074 | — |
| 2016 | 0.025 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.035 | 0.008 | 0.043 | -0.013 |
| 2023 | 0.020 | 0.007 | -0.015 | 0.062 |
| 2022 | -0.079 | -0.056 | -0.017 | 0.019 |
| 2021 | 0.023 | 0.029 | -0.013 | 0.029 |
| 2020 | -0.117 | 0.100 | 0.037 | 0.076 |
| 2019 | 0.051 | 0.026 | 0.005 | 0.017 |
| 2018 | 0.007 | -0.001 | 0.010 | -0.051 |
| 2017 | 0.029 | 0.012 | 0.017 | 0.015 |
| 2016 | 0.003 | 0.013 | 0.018 | -0.009 |
| 2015 | 0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.020 |
| 5 years | 0.037 |