Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 57 |
| 1 month | 0.016 | 0 | 66 |
| 3 months | 0.029 | 0 | 48 |
| 1 year | 0.022 | 0 | 85 |
| 3 years | 0.048 | 0 | 25 |
| 5 years | 0.029 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.126 | — |
| 2022 | -0.018 | — |
| 2021 | -0.027 | — |
| 2020 | -0.025 | — |
| 2019 | 0.108 | — |
| 2018 | -0.010 | — |
| 2017 | 0.024 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | -0.006 | — | — |
| 2024 | 0.010 | -0.015 | 0.030 | -0.004 |
| 2023 | 0.033 | 0.049 | -0.006 | 0.045 |
| 2022 | 0.007 | -0.049 | 0.015 | 0.010 |
| 2021 | -0.030 | 0.021 | -0.014 | -0.003 |
| 2020 | -0.115 | 0.066 | -0.018 | 0.052 |
| 2019 | 0.042 | 0.029 | 0.026 | 0.007 |
| 2018 | 0.015 | -0.050 | 0.000 | 0.027 |
| 2017 | 0.057 | -0.023 | -0.005 | -0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.041 |
| 5 years | 0.025 |