Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 24 |
| 1 month | -0.002 | 0 | 21 |
| 3 months | -0.016 | 0 | 18 |
| 1 year | 0.018 | 0 | 62 |
| 3 years | 0.016 | 0 | 68 |
| 5 years | 0.039 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.084 | — |
| 2022 | -0.143 | — |
| 2021 | 0.103 | — |
| 2020 | -0.036 | — |
| 2019 | 0.075 | — |
| 2018 | -0.132 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.040 | -0.014 | 0.014 | 0.020 |
| 2023 | 0.050 | -0.007 | 0.013 | 0.026 |
| 2022 | -0.040 | -0.096 | -0.072 | 0.064 |
| 2021 | 0.050 | 0.030 | 0.008 | 0.012 |
| 2020 | -0.178 | 0.104 | 0.017 | 0.044 |
| 2019 | 0.041 | -0.010 | 0.013 | 0.029 |
| 2018 | -0.008 | -0.012 | -0.006 | -0.109 |
| 2017 | 0.009 | 0.012 | -0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.016 |
| 5 years | 0.039 |