Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 6 |
| 1 month | 0.009 | 0 | 13 |
| 3 months | 0.013 | 0 | 7 |
| 1 year | 0.073 | 0 | 5 |
| 3 years | 0.056 | 0 | 3 |
| 5 years | 0.052 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.121 | — |
| 2022 | -0.116 | — |
| 2021 | 0.064 | — |
| 2020 | -0.003 | — |
| 2019 | 0.110 | — |
| 2018 | -0.087 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | 0.030 | 0.000 | 0.031 | 0.007 |
| 2023 | 0.051 | 0.015 | -0.004 | 0.054 |
| 2022 | -0.055 | -0.080 | -0.032 | 0.050 |
| 2021 | 0.027 | 0.017 | 0.010 | 0.008 |
| 2020 | -0.129 | 0.075 | 0.012 | 0.053 |
| 2019 | 0.059 | 0.011 | 0.018 | 0.018 |
| 2018 | -0.005 | -0.018 | -0.012 | -0.053 |
| 2017 | 0.016 | 0.025 | -0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.048 |
| 5 years | 0.048 |